Invest in your future!
- Thursday, December 22, 2022, 12:00 PM - Friday, July 7@ 12:00 PM
Invest in your future!
Investing is a crucial element of any long-term financial plan. Knowledge will help you make wise investment choices and put your money to work for you so that it has a greater opportunity to grow and build wealth over time. Remember that all investments start with the first dollar, whatever your age, income, or outlook.
Participant Requirements:
*Mail or email completed intake form to
CCE Steuben 20 East Morris Street, Bath, NY 14810 or nmr23@cornell.edu
*Complete a brief initial survey, then again at Feb. 22, May 19 th and July 14th
Survey link: https://www.surveymonkey.com/r/CCESC-1A
*To receive the $150 incentive for first 20 clients , they must complete all four financial health surveys, participate in a coaching/counseling session or webinar, establish an investment account and make consecutive contributions to an investment account
Incentives will be in the form of digital Visa gift cards.
- $25 – initial survey completion
- $25 – at 3 months with proof of open investment account and contribution
- $50 - at 6 months for proof of continuing contribution to investment account
- $50 - at 9 months for proof of continuing contribution to investment account
Types of investments that qualify :
- 529 (qualified education expenses
- Roth IRA or Traditional IRA
- Bonds (Treasury, savings, agency, municipal and corporate)
- 401K (private companies)
- 457B (Government, local schools and/or nonprofit)
- 403B (employees of public schools and tax-exempt organizations)
- Mutual Funds
- Stocks and Exchange Traded Funds (ETFs)
- Employer sponsored retirement accounts
Educational opportunities:
- Investing Basics, Get started putting your money to work for you. “ A Consumer Action Guide”
- January 25, 2023 @ 4:30pm Ploughing Through Barriers...1st steps in
building momentum on your investment journey
- Live session on zoom with Financial Advisor, Amy Irvine of Rooted Planning Group of Corning. She will explain investment options and how to get started, what to look for and answer questions.
- When: Jan 25, 2023 @ 4:30 PM Eastern Time (US and Canada)
- Register in advance for this meeting:
- https://cornell.zoom.us/meeting/register/tJwkfu6pqj8sHN2BK8t8UmCy6rGq3vw4jTKw
Webinars presented by Consumer Action.(Tentative Dates):
- Feb. 28, 2023
- March 28, 2023
- April 25, 2023
For any questions, contact Nancy Reigelsperger 607-664-2573
Last updated January 24, 2023