Over 39,500 people have completed our Retirement and Financial Planning Workshops. The sessions combine a blend of life-style planning and financial strategies to help participants create a satisfying life-style with enough income to sustain it. The workshops provide the information, tools, and motivation participants need to make better financial decisions to improve their lives. Recognizing the need to start early, we also offer financial planning workshops for younger employees. Sample Retirement Workshop:
- Creating a Satisfactory Retirement Life-style
- The Basics of Financial Planning for Retirement
- Housing Considerations & Estate Planning
- Social Security, Medicare & Health Ins. Planning
- Decision-making around Benefits in Retirement
- Investment Goal Setting
- Retirement Income Planning
- Managing Your Retirement Nest Egg
The following is a sampling of organizations that have sponsored Dr. Carboni's workshops:
- United Parcel Service
- Otis Elevator Co.
- Yale University
- BYK Corporation
- Williams College
- The Southern Connecticut Gas Co., and CNG.
- The Eastern Connecticut Health Network
- The Miller Co.
- The Greenwich Independent Schools, among others.
Dr. Carboni has been conducting Retirement and Financial/Life Planning Workshops since 1978. With a Ph.D. in the social aspects of retirement (social gerontology) from the University of Connecticut, Dr. Carboni directed a University-based Center on Retirement for 7 1/2 years and served as editor of "Retirement Planning", the official journal of the International Society for Retirement Planning. Dr. Carboni has also taught courses at three different universities.
Author of numerous articles and a book on Retirement issues, Dr. Carboni also has a strong background in financial planning, and holds a certified financial planning (CFP) designation from the College of Financial Planning in Denver, Colorado. Earlier in his career, Dr. Carboni spent six years with a financial planning firm helping clients maximize retirement income. Building from this experience, Dr. Carboni also writes articles for employer newsletters to inform employees on the actions necessary for a successful retirement.