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Financial Strategies Toward a Secure Retirement


Adult Enrichment / Career, Technology & Finance -
Spring 2021

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 your money, including strategies that provide a better outcome, regardless of investment performance. Learn how the new tax laws impact retirement planning. Discover special rules 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. While many who attend this course are on the cusp of retirement, those who learn these strategies decades in advance not only improve their outcome at retirement, but all 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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CTF-Retirement

  Richard Belofsky


Online
Thu Apr 15, Thu Apr 29 & Thu May 6
7:30 - 8:30 PM

  No Class Apr 22


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