Coming Events

May 2022

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Hackley School Retirement Planning Workshop-Session 2
9:00 am - 12:00 pm
Medicare and Health Insurance Planning: Medicare: Parts A and B. Costs involved. Are there “Gaps in Coverage”? When to Apply and penalties for not applying at the “right time.” How do Medi-gap policies or Medicare Advantage plans fit in? Long-term Care Insurance: possibly the forgotten insurance.  Retirement Income Pla , ...
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Yale 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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Cape Cod Healthcare Retirement Planning Workshop for Employees-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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Yale 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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Yale 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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Cape Cod Healthcare Retirement Planning Workshop for Employees-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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Cape Cod Healthcare Retirement Planning Workshop for Employees-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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