Taking the Mystery out of Retirement Planning

First program of a four part series "How can I Afford Retirement" series. Preregistration requested

October 8th – November 12th

How Can I Afford Retirement?™ Investor Education Series


Thursday, October 8th, 6 – 8:30 PM

Session One

Taking the Mystery Out of Retirement Planning

· Setting retirement goals

· Projecting retirement income and expenses

· Allocating assets for retirement investments

· Developing a personal financial/investment plan

· Next steps



Thursday, October 22th, 6 – 8:30 PM

Session Two

Closing the Gap: Investment and Expense Strategies – Even for Late Starters!

· Determining the gap between desired and projected income

· Building investment strategies to address financial gaps

· Creating retirement income from investment assets

· Learning catch-up provisions



Thursday, October 29th, 6 – 8:30 PM

Session Three Investing Wisely to Avoid the Financial Risk of Longer Life Expectancy

· Assessing the risk of outliving your assets

· Determining the best diversification, asset allocation and types of investments

· Understanding the impact of withdrawal rates on your investments



Thursday, November 12th, 6 – 8:30 PM

Session 4
Protecting Your Investments – The Best Defense is a Wise and Safe Investor

· Learning the common investment and retirement planning mistakes

· Understanding common methods of financial fraud and abuse

· Discovering basic insurance investment strategies for retirement



Each session includes a lecture, discussion groups and Q&A session with financial experts as well as resource tables provided by the U.S. Department of Labor, the Social Security Administration and the Massachusetts Securities Division.

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Comment

Comment by A.M.C. Sh'msh on October 8, 2009 at 11:01am

Please share this with an elder , working adult, those who own there own businesses. This is a class typically you pay for.