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Learn

Know What You Don’t Know

Step 1. Learn....know what you don't know

When it comes to planning for your retirement there’s a lot to learn. Given the myriad of topics, strategies and products, we’ve assembled efficient and effective ways for you to learn what you need to know to make informed decisions and arrive at logical conclusions and outcomes. This is a critical first step in your retirement readiness planning.

You don’t need to become a full-fledged financial planner, but we do believe you should know enough to sidestep some of the basic financial traps and keep your advisor in check, if you work with one.

Research supports that people with more confidence in their financial knowledge have a higher propensity to plan. And when they calculate their savings needs after retirement, they are more successful in sticking to their plan. (Financial Literacy, Retirement Planning & Household Wealth, National Bureau of Economic Research, 8/11)

Our continually updated educational offerings include: live classes and workshops, e-classes, webinars, videos, white papers, blog posts and other resources. Learn more in our Knowledge Center.

Test your retirement IQ now and see where you need to learn more…

Retirement Solved University

retirementforu

Our Retirement for U program offers local face to face classes and workshops. We are also introducing e-classes and webinars soon.

Upcoming Class Schedule

Retirement Planning Today

An educational course for adults – ages 50 to 70
Location: Worcester, Leominster, Westford, MA (other locations coming soon)
Fee: $49 per couple

What you’ll learn:

  • Determine the amount of money you need to retire
  • Create your own goals for a successful retirement
  • Eliminate debt and improve cash flow
  • Properly convert your IRA to a Roth IRA
  • Select the retirement plan distribution choice that is right for you
  • Plan your retirement income to preserve a comfortable standard of living
  • Transfer the risk of potential financial losses before or during retirement
  • Long term care: do you need it?
  • Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning
Retirement Plan

January
Leominster
Dates: TBD

February
Worcester
Dates: TBD

February
Leominster
Dates: TBD

March
Westford
Dates: TBD