How Can I Afford Retirement?™

 

New offering:

 

Retirement Financial Planning Day at the BPL

Spring into Action!

 

Saturday, May 8^th, 9:30 am – 2:00 pm

 

 

Agenda

 

Registration

9:00 – 9:30 am

 

Keynote Speaker:  Dave Caruso, CFP^®

Asset Allocation Strategies

9:30 – 11:00 am

 

Breakout Sessions

11:15 – 12:00 pm

1.    Determining withdrawal rates

2.     Types of retirement plans

3.    Retirement income sources:  Social Security; Annuities

 

Breakout Sessions 1 and 2 repeated

12:30 – 1:15 pm

 

Money Mentoring

11:15 – 2:00 pm

One-on-one 15-minute sessions will be held during the breakout sessions.  It is recommended that you sign-up on the registration page if you have a specific financial planning question you would like to ask a financial planner. Limited space will be available to sign-up on the day of the event.

 

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.