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How Financial Planning Can Work for You – at Any Age!

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Hours:7:00-8:30 PM
Ages:Adults
In/Outdoor:Indoor
Cost:Free
Category:Lectures/Discussions

Discovering What's Next® and The Freedman Center at MSPP invite you to join Sam Lookner, Certified Financial Planner, ChFC, CLU, MBA to learn money management and personal financial tips to help you at any stage of your financial life.

Explore six key areas of financial planning, including:
• Your current financial position--budgeting, cash flow, debt management
• Protection Planning--life insurance, disability insurance and long-term care
• Investment Planning
• Income Tax Planning
• Retirement Planning--saving for retirement and managing distributions once in retirement
• Estate Planning

WEBSITE↑ top

www.warmlines.org/community-ed.html

LOCATION↑ top

225 Nevada St, Newton, MA, 02460 map
Phone: 617-467-5438

The Freedman Center at MSPP, Newton Cultural Center - Room 101, 225 Nevada St., Newton MA 02460 http://www.warmlines.org/directions.html

TIPS↑ top

  • Register by email for this free program to info@discoveringwhatsnext.com or

  • phone 617-467-5438.
RELATED LINKS↑ top

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