Description
THIS SEMINAR IS FOR CHARTHOUSE CLIENTS ONLY
Is your bank savings account earning a pittance of interest? Are you reluctant to lock up your liquid savings for months or years in a CD or an Annuity to get an acceptable yield? Join us for an informative hour where you can learn how to use short-term T-bills to potentially improve your return on your liquid bank savings:
- The pros and cons of T-Bills
- Understanding "Duration Risk"
- Navigating TreasuryDirect
- Managing the Reinvestment feature
- How to build a bond ladder for enhanced liquidity
- Tips and tricks to make the most of your liquid savings
Presented by: Cyndi Stewart, ChFC
Date and Time
Sat, Jul 12, 2025
11:00a - 12:00p EST
Location
Charthouse Main Office
Note
Please park in the upper parking lot in front of the building on Route 5. If you see a gate, you are at the entrance to the lower parking lot behind the building. You can disregard the "reserved" signs and use any parking spot in the front parking lot for this event.