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Financial Strategies Toward a Secure Retirement


Adult Enrichment / Technology, Finance & Career -
Spring 2024

The investment landscape has changed dramatically over the last few years and many near retirement need to better understand how to prepare for their future with less risk and volatility. We will 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.

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 May 2024 
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TFC-Retirement

  Richard Belofsky


Arlington High School
Tue Apr 30 & Tue May 7
7:00 - 8:30 PM

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Min Age   18 yr.

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