*FREE* Financial Planning for Retirement (Multi-Group Event)

*Limited Space for Workshop, Register Now*  http://financial0923.eventbrite.com

(Plenty of Parking at New Part of the Natick Mall by Vera Bradley and J Crew, Nordstrom/Met Bar & Grill Mall Entrance, In The Back of the Store is A Networking Area)

6:00pm - 7:00pm : Networking/Meet and Greet

7:00pm - 8:00/8:30pm: We will start with a general overview of the financial planning process. Then touch upon the key areas of financial planning which include: Budgeting, Net Worth, Insurance Planning, Investment Planning, Income Tax planning, Estate Planning and finally, Retirement Planning. Concentrating on setting goals and developing a plan to reach them in the most effective manor. *Included in the presentation will be a pre-approved market commentary from Fidelity Investments*

8:00/8:30pm - 9:00pm - More Networking at Met Bar & Grill for those who are Interested

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(Also, Thursday, 9/26 from 10am to 12pm)

 

*Limited Space for Workshop, Register Now*  http://financial0923.eventbrite.com

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