Coming Events

Session 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 , ...

Session 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 , ...

Retirement 101-Basics of Retirement Planning     When it comes to retirement planning, many folks don’t know where to begin, so they don’t. This workshop will help employees get started by helping them calculate how much they may to afford to retire and develop a savings and investment plan to reach their objectives. , ...

Tufts University-Identifying and Managing Investment Risks for Faculty and Staff-Retirement 201 Retirement 201-Basics of Investing    You may have heard the bromide, “there’s no such thing as a risk-free investment.” This workshop will help faculty and staff identify the sources of investment risks a , ...

Session 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, , ...