Sep
19
7:00 PM19:00

How to Pay for College Without Bankrupting Yourself or Your Children

With the ever-increasing cost of tuition, can you afford to put your children through college? While there are many different ways to finance higher education, parents often feel like they need to choose between risking their retirement and burying their children in debt.

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Millennials to Boomers – Financial Advice Built for the Generations
Oct
15
6:30 PM18:30

Millennials to Boomers – Financial Advice Built for the Generations

Whether you are in your 20’s, 30’s, 40’s, 50’s or approaching retirement, you experience many of the same financial pressures. For all of our differences, there’s much we can learn together about how to overcome the challenges we face. Whether you’re just starting down the path of your life’s financial journey, or you’ve already walked a mile or two, attend this seminar for some helpful strategies and financial habits to help get you headed in the right direction.

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The Top 5 Health Care Mistakes People Make in Retirement and How to Avoid Them
Oct
22
6:30 PM18:30

The Top 5 Health Care Mistakes People Make in Retirement and How to Avoid Them

Chances are, your savings plan doesn’t adequately account for the increased health care costs of retirement. The average 65-year-old couple will pay a total of $260,000 in out-of-pocket expenses in the years after they stop working, and that number has continued to climb.* Attend this seminar to learn how you can protect your nest egg by avoiding the most common health care mistakes people make in retirement.

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Top 5 Healthcare Mistakes to Avoid in Retirement
Nov
7
6:30 PM18:30

Top 5 Healthcare Mistakes to Avoid in Retirement

Chances are, your savings plan doesn’t adequately account for the increased health care costs of retirement. The average 65-year-old couple will pay a total of $260,000 in out-of-pocket expenses in the years after they stop working, and that number has continued to climb.* Attend this seminar to learn how you can protect your nest egg by avoiding the most common health care mistakes people make in retirement.

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Nov
7
7:00 PM19:00

How to Pay for College Without Bankrupting Yourself or Your Children

  • Manchester-By-The-Sea Public Library (map)
  • Google Calendar ICS

With the ever-increasing cost of tuition, can you afford to put your children through college? While there are many different ways to finance higher education, parents often feel like they need to choose between risking their retirement and burying their children in debt.

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Top 5 Health Care Mistakes People Make in Retirement and How to Avoid Them
Apr
17
6:30 PM18:30

Top 5 Health Care Mistakes People Make in Retirement and How to Avoid Them

Chances are, your savings plan doesn’t adequately account for the increased health care costs of retirement. The average 65-year-old couple will pay a total of $260,000 in out-of-pocket expenses in the years after they stop working, and that number has continued to climb.* Attend this seminar to learn how you can protect your nest egg by avoiding the most common health care mistakes people make in retirement. 

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How to Pay for College Without Bankrupting Yourself or Your Children
Nov
15
7:00 PM19:00

How to Pay for College Without Bankrupting Yourself or Your Children

With the ever-increasing cost of tuition, can you afford to put your children through college? While there are many different ways to finance higher education, parents often feel like they need to choose between risking their retirement and burying their children in debt.

View Event →
Oct
18
7:00 PM19:00

How to Pay for College Without Bankrupting Yourself or Your Children

  • Manchester-by-the-Sea Public Library (map)
  • Google Calendar ICS

With the ever-increasing cost of tuition, can you afford to put your children through college? While there are many different ways to finance higher education, parents often feel like they need to choose between risking their retirement and burying their children in debt.

View Event →
Sep
26
7:00 PM19:00

How to Pay for College Without Bankrupting Yourself or Your Children

With the ever-increasing cost of tuition, can you afford to put your children through college? While there are many different ways to finance higher education, parents often feel like they need to choose between risking their retirement and burying their children in debt.

View Event →
How to Pay for College Without Bankrupting Yourself or Your Children
Sep
20
7:00 PM19:00

How to Pay for College Without Bankrupting Yourself or Your Children

With the ever-increasing cost of tuition, can you afford to put your children through college? While there are many different ways to finance higher education, parents often feel like they need to choose between risking their retirement and burying their children in debt.

View Event →
Sep
7
7:00 PM19:00

How to Pay for College Without Bankrupting Yourself or Your Children

With the ever-increasing cost of tuition, can you afford to put your children through college? While there are many different ways to finance higher education, parents often feel like they need to choose between risking their retirement and burying their children in debt.

View Event →
May
4
6:00 PM18:00

Avoiding the Most Common Retirement Pitfalls (Part II)

As your working years come to an end, your priorities will need to shift from saving to living off your savings. This transition can be disconcerting. Can you afford the retirement lifestyle you imagined? Will you be able to help your children if they need it? The second workshop in this two part series will help you get ahead of the curve and begin thinking about how you can maximize your savings and plan for retirement.

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Apr
20
6:00 PM18:00

Avoiding the Most Common Retirement Pitfalls (Part I)

During the later working years, it’s important to continue making contributions to your retirement savings and protect the assets you’ve worked so hard to grow, including retirement savings, pension plans and business equity. This can be a daunting task when it competes with paying college tuition, helping children become financially independent, possibly caring for your parents or parents-in-law and paying off your mortgage.

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