Upcoming Events

Class #1 Retirement Income Planning:  Find Out How Much You Need

Don’t just assume you can retire, spend an hour with us and find out the facts.  Are you prepared to retire or far from it?  This class will take an in-depth look at some common and very costly mistakes retirees make with their investments.   


Date: Tuesday, October 26

Time: 6:30 – 8 p.m.

Location: Hudson High School



Class #2 Your Retirement and Your IRA:  Avoiding Costly Mistakes While Keeping More of Your Retirement Money

The new IRA rules are in effect.  Make sure you are aware of them and can take advantage.  For most Americans, IRAs are their largest retirement asset.  Don’t neglect this account, learn the proper way to transfer 401(k)s, 403(b)s, how to deal with IRA pension rollovers and the new ROTH Rules!


Date: Tuesday, November 2

Time: 6:30 – 8 p.m.

Location: Hudson High School



Class #3 Sound Investing for Retirees

 

Confused and in shock over this volatile market?  Are you second-guessing your investment strategy? As more and more people approach retirement, the need for a solid understanding of basic economic and investment concepts increases.  Many Americans just don’t know how to invest their assets for income and which asset classes are safe for retirees.  Questions about assets, stocks, bonds and more will be answered in this hour-long program. 


Date: Tuesday, November 9

Time: 6:30 – 8 p.m.

Location: Hudson High School