Coming Events

March 2023

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Tufts University-Financial Literacy Workshop for Graduate Students of Arts and Sciences
5:00 pm - 6:30 pm
Financial Literacy Workshop for Graduate Students of Arts and Sciences Financial Literacy Sessions: Tools to Use to Enhance Your Financial Future      To assure your financial future it’s important to understand the key tools available make it happen. Many of the tools involve using our tax system to maximum a , ...
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Simmons University Retirement Planning Workshop for Faculty/Staff-Session 1
11:30 am - 1:00 pm
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 , ...
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Yale University Retirement Planning Workshop for Faculty/Staff-Session 1
5:00 pm - 6:30 pm
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 , ...
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Quinnipiac University Workshop for Faculty/Staff-Social Security Collecting Strategies
12:00 pm - 1:00 pm
Social Security Retirement Benefits: How do they calculate my Retirement Benefits. How soon before retiring should I apply? What’s the Best Time to Collect Social Security Retirement Benefits from a financial planning perspective? What about spousal and widow(er)’s benefits? Will my benefits be taxed or reduced i , ...
Yale University Retirement Planning Workshop for Faculty/Staff-Session 2
5:00 pm - 6:30 pm
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 , ...
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Suffolk University Retirement Planning Workshop for Faculty/Staff-Session 1
5:00 pm - 7:00 pm
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 , ...
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Simmons College Retirement Planning Workshop for Faculty/Staff-Session 2
11:30 am - 1:00 pm
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 , ...
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Yale University Retirement Planning Workshop for Faculty/Staff-Session 3
5:00 pm - 6:30 pm
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, , ...
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Suffolk University Retirement Planning Workshop for Faculty/Staff-Session 2
5:00 pm - 7:00 pm
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 , ...
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Suffolk University Retirement Planning Workshop for Faculty/Staff-Session 3
5:00 pm - 7:00 pm
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, , ...
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Simmons College Retirement Planning Workshop for Faculty/Staff-Session 3
11:30 am - 1:00 pm
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, , ...
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