Coming Events

September

October 2020

November
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Tufts University Basics of Retirement Planning for Faculty and Staff-Retirement 101
12:00 pm - 1:30 pm

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

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7
Yale University Retirement Planning Workshop for Faculty and 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

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8
Wheaton College Retirement Planning Workshop for Faculty and Staff-Session 1
3:30 pm - 5:00 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

, ...
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Yale University Retirement Planning Workshop for Faculty and 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?

Me

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14
Tufts University Retirement 201-Workshop for Faculty and Staff on Investment Risk Management
12:00 pm - 1:30 pm

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 and examine the traditional methods to manage those risks. We’ll go beyond traditional a

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Yale University Retirement Planning Workshop for Faculty and Staff-Session 3
5:00 pm - 6:30 pm

Session 3: Managing Your Retirement Nest Egg:

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 life-time, keep pace with i

, ...
15
Wheaton College Retirement Planning Workshop for Faculty and Staff-Session 2
3:30 pm - 5:00 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?

Medic

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College of the Holy Cross Retirement Planning Workshop for Faculty and 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

, ...
20
College of the Holy Cross Retirement Planning Workshop for Faculty and 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?

Medic

, ...
21
College of the Holy Cross Retirement Planning Workshop for Faculty and Staff-Session 3
5:00 pm - 6:30 pm

Session 3: Managing Your Retirement Nest Egg:

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 life-time, keep pace with 

, ...
22
Wheaton College Retirement Planning Workshop for Faculty and Staff-Session 3
3:30 pm - 5:00 pm

Session 3: Managing Your Retirement Nest Egg:

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 life-time, keep pace with 

, ...
23
Tufts University Retirement Planning Workshop for Faculty and Staff: Annuities-Retirement 301
9:00 am - 10:30 pm

Retirement 301: Annuities and the Role they can play in Your Financial Life

    Though annuities been around since the Babylonian times, they continue to be    among the most misunderstood of all financial vehicles. Perhaps it’s because these unloved instruments can have different phases, come in many varieties,

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Tufts University Retirement 301 Workshop for Faculty and Staff: Annuities and Your Financial Life
9:00 am - 10:30 pm

Retirement 301: Annuities and the Role they can play in Your Financial Life

    Though annuities been around since the Babylonian times, they continue to be    among the most misunderstood of all financial vehicles. Perhaps it’s because these unloved instruments can have different phases, come in many varieties,

, ...
24
25
26
Yale University Retirement Planning Workshop for Faculty and 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 t

, ...
27
Yale University Retirement Planning Workshop for Faculty and 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?

Medic

, ...
28
Yale University Retirement Planning Workshop for Faculty and Staff-Session 3
5:00 pm - 6:30 pm

Session 3:

Managing Your Retirement Nest Egg:

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 life-time, keep pace with 

, ...
29
30
Tufts University Basics of Retirement Planning for Faculty and Staff-Retirement 101
12:00 pm - 1:30 pm

Tufts University Basics of Retirement Planning for Faculty and Staff-Retirement 101

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

, ...
31
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