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Calendar of Events:

 

Thursday, April 17^th, 6:00 – 8:30 PM

or Saturday, April 26^th, 10:00 AM – 12:30 PM
in the Rabb Lecture Hall at the Central Library in Copley Square

Taking the Mystery Out of Retirement Planning  

Presenter:  Dee Lee CFP®

·        Setting retirement goals

·        Projecting retirement income and expenses

·        Allocating assets for retirement investments

·        Developing a personal financial/investment plan

·        Next steps

 

Tuesday, May 13^th, 6:00 – 8:30 PM
in the Rabb Lecture Hall at the Central Library in Copley Square

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, May 29^th, 6:00 – 8:30 PM
in the Rabb Lecture Hall at the Central Library in Copley Square

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, June 12^th, 6:00 – 8:30 PM
in the Rabb Lecture Hall at the Central Library in Copley Square

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

 

 

Free and open to the public, pre-registration is requested.

You may also register by calling 617-859-2241 or emailing your information to affordretirement@bpl.org

 

Any information requested will be used only by The Boston Public Library and the Investor Protection Trust to keep registered participants informed of non-commercial investor education and protection activities at the library. It will not be provided to other parties.

Co-sponsors:

 

              

 

These events are funded by a grant from the Investor Protection Trust (IPT). The IPT is a nonprofit organization devoted to investor education. Since 1993 the IPT has worked with the States to provide the independent, objective investor education needed by all Americans to make informed investment decisions. www.investorprotection.org