David K. Carboni, Ph.D., CFP delivers Retirement Planning and Financial Planning workshops to help employees make better financial decisions to improve their futures. He provides employees with tools, information, and even a dose of motivation, to help them make better financial decisions.
A sample schedule for our Retirement Planning Workshop:
- Creating a Satisfactory Retirement Life-style
- The Basics of Financial Planning for Retirement
- Housing Considerations and Estate Planning (i.e. legal documents everyone must have)
- Social Security, Medicare and Health Insurance Planning
- Decision-making around Benefits in Retirement
- Managing Your Retirement Portfolio and Income Planning
Participants are required to attend both sessions; space is limited to 36 people in each session. You will receive email confirmation of your registration.
Workshop:
Saturday, November 5, 2011
9:00 AM – 1:00 PM
Hopkins B1964 Classroom (lower level)
AND
Saturday, November 12, 2011
9:00 AM – 1:00 PM
Hopkins B1964 Classroom (lower level)
Email to Register for Workshop . (please include names of individuals attending)
Light refreshments will be provided.
For general questions please contact Kris Maloney at extension 4478 or Janet Bartlett at extension 4355.
As a student: agitating for change, for queer students, for women, for students of color. In the classroom: transformed by new ideas. As a professor: teaching queer theory, women's and gender studies, tutorials on Whitman and Dickinson. Working to sustain community. Mother, avid cook, yard saler, and, recently, disabled. Never forgetting how hard it was.
