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- 1Suffolk University Retirement Planning Webinar for Faculty/Staff-Session 15:00 pm - 7:00 pmSession 1: Basics of Financial/Retirement Planning: Key concepts and approaches necessary to ensure a financially secure retirement. How to critically evaluate your financial options. Getting organized: Creating and identifying ways to improve your Cash Flow and Balance Sheets. Identifying if you’re on Track to Affor , ...
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- 3Suffolk University Retirement Planning Webinar for Faculty/Staff-Session 25:00 pm - 7:00 pmSession 2: Social Security Retirement Benefits: How do they calculate my Retirement Benefits. How soon before retiring should I apply? Collecting Strategies from a financial planning perspective. What about spousal and widow(er)’s benefits? Will my benefits be taxed or reduced if I work or retire early? Medicare and H , ...
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- 7Yale University Retirement Planning Workshop for Faculty/Staff-Session 15:00 pm - 6:30 pmSession 1: Basics of Financial/Retirement Planning: Key concepts and approaches necessary to ensure a financially secure retirement. How to critically evaluate your financial options. Getting organized: Creating and identifying ways to improve your Cash Flow and Balance Sheets. Identifying if you’re on Track to Affor , ...
- 8Suffolk University Retirement Planning Webinar for Faculty/Staff-Session 35:00 pm - 7:00 pmSession 3: Retirement Income Planning: Managing your retirement investment planning strategy during retirement. Advantages and Disadvantages of various Retirement Income Planning Approaches. How the equity in your home and an annuitizing strategy could allow your income to last your lifetime, keep pace with inflation, , ...
- 9Tufts University Webinar for Graduate Students of Fletcher School12:00 pm - 1:00 pmFinancial Literacy Session: Tools to Use to Enhance Your Financial Future To assure your financial future it’s important to understand the key tools available to make it happen. Many of the tools involve using the tax system to maximum advantage. So, after briefly reviewing how income taxes work, we’ , ...Yale University Retirement Planning Workshop for Faculty/Staff-Session 28:00 pm - 8:00 pmSession 2: Social Security Retirement Benefits: How do they calculate my Retirement Benefits. How soon before retiring should I apply? Collecting Strategies from a financial planning perspective. What about spousal and widow(er)’s benefits? Will my benefits be taxed or reduced if I work or retire early? Medicare and H , ...
- 10BYK Financial Webinar on the Advantages and Limits of Target Date Funds12:00 pm - 1:00 pmTarget-Date Funds: How Do They Work and What are their Limits? Over 50% of all new 401k contributions go into Target-Date Funds (TDFs). As its name implies, when a TDF receives investors’ funds via payroll deductions, it allocates those funds among cash-equivalent, bond, and stock (and occasionally other) funds. T , ...Yale University Retirement Planning Workshop for Faculty/Staff-Session 35:00 pm - 6:30 pmSession 3: Retirement Income Planning: Managing your retirement investment planning strategy during retirement. Advantages and Disadvantages of various Retirement Income Planning Approaches. How the equity in your home and an annuitizing strategy could allow your income to last your lifetime, keep pace with inflation, , ...
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- 28Quinnipiac University Retirement Income Planning Webinar for Faculty/Staff12:00 pm - 1:00 pmRetirement Income Planning: Managing your retirement investment planning strategy during retirement. Advantages and Disadvantages of various Retirement Income Planning Approaches. How the equity in your home and an annuitizing strategy could allow your income to last your lifetime, keep pace with inflation, and reduce , ...
- 29Cape Cod Healthcare Retirement Planning Workshop for Staff-Session 15:00 pm - 7:00 pmSession 1: Basics of Financial/Retirement Planning: Key concepts and approaches necessary to ensure a financially secure retirement. How to critically evaluate your financial options. Getting organized: Creating and identifying ways to improve your Cash Flow and Balance Sheets. Identifying if you’re on Track to Affor , ...
- 30Cape Cod Healthcare Retirement Planning Workshop for Staff-Session 25:00 pm - 7:00 pmSession 2: Social Security Retirement Benefits: How do they calculate my Retirement Benefits. How soon before retiring should I apply? Collecting Strategies from a financial planning perspective. What about spousal and widow(er)’s benefits? Will my benefits be taxed or reduced if I work or retire early? Medicare and H , ...
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