Understanding the Real Return on Your Investments: Taxes, Inflation & Fees
| Dates: | October 20, 2026 |
|---|---|
| Meets: | Tu from 6:30 PM to 8:30 PM |
| Cost: | $44.00 |
There are still openings remaining at this time.
Are your investments performing as well as you think? Learn how taxes, inflation, advisor fees, and IRA distributions can affect your actual returns. This class will explain the impact of taxes on stock, bond, and IRA income and demonstrate how to use trusted public resources to evaluate investment performance and risk. This practical, educational course is designed to help you better understand your investments so you can make more informed financial decisions. Whether you invest on your own or work with a financial advisor, you'll gain greater confidence that your investment returns are what you think they are. No specific investment recommendations or tax advice will be provided.
| Fee: | $44.00 |
|---|
Fee Breakdown
| Category | Description | Amount |
|---|---|---|
| Course Fee (Basic) | Course Fee | $ 44.00 |
Paul Frenkiel
is a retired banker who managed investment portfolios totaling more than $1.5 billion over his career. He enjoys helping others better understand investment returns, risk, and financial decision-making. A longtime Mt. Airy Learning Tree participant, Paul is excited to share practical knowledge that empowers neighbors to become more informed investors.