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How Can I Afford Retirement?
Next Series will be held at the South Boston and Mattapan branch libraries
March - June 2009

South Boston Branch dates:

Monday, March 23rd, 6 - 8 PM
Session One -- South Boston
Taking the Mystery Out of Retirement Planning, Part One
  • Setting retirement goals
  • Projecting retirement income and expenses
  • Allocating assets for retirement investments
  • Developing a personal financial/investment plan
  • Next steps


    • Monday, March 30th, 6 - 8 PM
    Session Two -- South Boston
    Taking the Mystery Out of Retirement Planning, Part Two
  • Reviewing U.S. Department of Labor online retirement plan worksheets
  • Estimating your Social Security retirement benefits online
  • Working on your retirement plan using the workbook


    • Monday, April 13th, 6 - 8 PM
    Session Three -- South Boston
    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


    • Monday, May 11th, 6 - 8 PM
    Session Four -- South Boston
    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


    • Monday, June 8th, 6 - 8 PM
    Session Five -- South Boston
    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
  • Group Q & A session with financial advisors and program affiliates


    • Mattapan Branch dates:

    Tuesday, April 7th, 6 - 8 PM
    Session One -- Mattapan
    Taking the Mystery Out of Retirement Planning, Part One
  • Setting retirement goals
  • Projecting retirement income and expenses
  • Allocating assets for retirement investments
  • Developing a personal financial/investment plan
  • Next steps


    • Tuesday, April 14th, 6 - 8 PM
    Session Two -- Mattapan
    Taking the Mystery Out of Retirement Planning, Part Two
  • Reviewing U.S. Department of Labor online retirement plan worksheets
  • Estimating your Social Security retirement benefits online
  • Working on your retirement plan using the workbook


    • Tuesday, April 28th, 6 - 8 PM
    Session Three -- Mattapan
    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


    • Tuesday, May 19th, 6 - 8 PM
    Session Four -- Mattapan
    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


    • Tuesday, June 2nd, 6 - 8 PM
    Session Five -- Mattapan
    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
  • Group Q & A session with financial advisors and program affiliates


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

    To Register for any of these free events
    Email:
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    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