Instructor: Larry Albert, Capital Management Partners, LLC. This course will answer the primary concern of pre-retirees, “Meeting my lifetime income needs – will I make it?” The course will cover the following: Five strategies to help reduce your retirement income risk and to preserve and grow your investment assets, minimizing your taxes in retirement while maximizing your social security benefits, identifying and fixing your financial blind spots, the benefits to having a written financial plan and how to get one
One Wednesday, 7:00-9:00PM. Runs on March 6 at the Beverly Senior Center. $25/Person or $35/Two Family Members.
Instructor: Larry Albert, Capital Management Partners, LLC. This workshop will educate you on strategies that will maximize Social Security benefits for you and your spouse. BE AWARE, decisions made about your collection strategy can have a tremendous impact on the total amount of benefits you and your spouse receive over the course of your lives. Workshop attendees will learn at what age you should apply for Social Security, when it makes sense to delay benefits and when it does not, the importance of coordinating benefits with your spouse, how you can maximize your benefits, and Medicare basics and which plan to choose
One Wednesday, 7:00-9:00PM. Runs on February 27 at the Beverly Senior Center. $25/Person or $35/Two Family Members.
…You PLAN in advance …You UNDERSTAND the financial aid process …You ACT early enough to be successful. Instructor: Don Anderson, College Funding Advisors. This course will teach you the concepts and strategies that will help you maximize your financial aid by understanding the process and why implementing strategies may increase a family’s eligibility even if you have a “high income” or own a business. The greatest amount of financial aid goes to the families who act in the early years of high school. A free financial aid analysis is available to all attendees. For more info, please visit www.collegefundingadvisors.com.
Please bring a pen and paper to take notes.
One Wednesday, 6:30-8:30PM. Runs on March 27 at the Beverly Senior Center. $20/Person or $30/Two Family Members.