Events

Retirement, Charitable & Legacy Planning... DO I HAVE ENOUGH?

5 Ways Technology Will Change How You Age

A new array of devices and services is transforming the way we age, making it easier for you to stay healthy, live at home, and remain connected to friends, family, and life’s small pleasures as you grow older. You will hear research from the MIT AgeLab® to help you: 1. Gain an understanding of how apps and devices can improve your quality of life 2. Learn how easy it is to try out some of these technology innovations.

My Brain Made Me Do It

Parts of your brain literally shut down in times of extreme stress. As a result, we all tend to be emotional—instead of rational—in times of crisis. By approaching investing with a new mindset, you just might be able to minimize the effect these tendencies have on your long‐term goals.

Strategies to Help Avoid: THE COMMON RETIREMENT FAILURES...And Running Out of Your Money!

Join us as well cover strategies to help avoid the common retirement failures and running out of your money. We will: 1.Identify why people “Run Out of Their Money” (10 common failures) 2. Make personal observations as to how to potentially avoid these failures.

Planning for Long-Term Care Expenses as a Family

Navigating the waters of healthcare and long-term care planning in retirement can often be an overwhelming challenge.  As such, we have developed and educational webinar to shed light on some of the important aspects of healthcare planning in retirement that will hopefully clearly lay out your options and help you develop a plan that works best for you and your family. 

Media Replay

Please join us for a webinar that will help you see beyond today’s worrisome headlines, take advantage of future trends, and put long term investment strategies to work for you.

Three Questions That Can Predict Future Quality of Life

MIT AgeLab has identified three simple questions you should ask yourself to assess how prepared you are to live well in retirement. What do these questions have to do with retirement planning?