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. Dave does not sell financial products nor represent financial organizations, assuring that the information provided is authoritative and unbiased.
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
The workshop helps participants address the following questions:
- Am I on track to afford to retire?
- What’s the best time to take Social Security from a financial planning perspective?
- How do I decide among the multiplicity of payout options from my retirement plans?
- What are legal documents virtually every one must have?
- How does Medicare work and do I need an insurance plan to supplement Medicare?
- How do I make sure I don’t run out of money “before I run out of time.”
- How will I pay my income taxes in retirement?
- Are there effective ways to convert my home’s equity to retirement income?
- What are “annuities” and how might they fit into my plans?
- What’s changed to make reverse mortgages worth another look?
- If I’m thinking of relocating, what are key questions to ask?
- How to develop an investment plan?
Participants are required to attend both sessions; space is limited to 36 people in each session. You will receive email confirmation of your registration. Spouses/partners are encouraged to attend.
Workshop:
Wednesday, May 29, 2013
4:30 PM – 8:30 PM
Hopkins B02 Classroom (lower level)
AND
Thursday, May 30, 2013
4:30 PM – 8:30 PM
Hopkins B02 Classroom (lower level)
Email to Register for Workshop (please include names of individuals attending).
A Grab N’ Go meal will be provided.
For general questions please contact Kris Maloney at extension 4478 or Janet Bartlett at extension 4355.
