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Financial Strategies Toward a Secure Retirement


Adult Enrichment / Career, Technology & Finance -
Fall 2022

Join us for this not-to-be missed opportunity to review your retirement finances and make sure your money lasts as long as you do. Look at the big picture for developing a hierarchy of spending and investing, including strategies that provide a better outcome, regardless of investment performance. Discover how to manage your 401(k), 403(b), and pension as you approach retirement and what you need to know about target funds. Find out why investment strategies must be different in retirement; when a Roth IRA makes sense; exploring the hype around annuities; forgotten financial pitfalls; and alternative ways to preserve your nest egg against long-term care costs. Many who attend this course are on the cusp of retirement. However, those who learn these strategies decades in advance not only improve their outcome at retirement, but also have better financial results along the way.

Richard Belofsky

Richard Belofsky CLU,® ChFC,® CFP® has more than 30 years of experience in financial services. An Arlington resident and Five-Star Wealth Manager recipient, he is a Certified Financial Planner® and financial advisor with The Bulfinch Group LLC.

 October 2022 
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CTF-Financial Strategies

  Richard Belofsky


Arlington High School
Tue Oct 18 & Tue Oct 25
7:00 - 8:30 PM

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