Wealth Building Mastery Series with WomensWorth & The Bulfinch Group
Date and Time
Tuesday Jun 13, 2023
7:00 PM - 8:30 PM EDT
Location
The Bulfinch Group, 160 Gould Street, Suite 310, in Needham, MA
Website
Contact Information
Amy Lampert
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Wealth Building Mastery Series with W...
Description
WomensWorth, in partnership with The Bulfinch Group, is pleased to offer a complimentary Wealth Building Mastery Series on Tuesdays, April 25, May 23 and June 13, 2023. Each seminar will be held from 7:00 p.m. to 8:30 p.m. and will cover different pertinent wealth building topics. The series will be held at The Bulfinch Group, 160 Gould Street, Suite 310, in Needham, MA. Light refreshments will be provided.
- Tuesday, April 25th ? ABC?s OF INVESTING
- Tuesday, May 23rd ? ESTATE & ELDER PLANNING
- Tuesday, June 13th ? RETIREMENT PLANNING
retirement (isn?t everyone?) or those already in retirement. Session will cover critical strategies to help make your money last your lifetime. Instructors will help you navigate the maze of Medicare, Social Security, and Medicaid Planning to optimize all. You will understand why asset location is as important as asset allocation, and why the asset allocation you have before retirement is most definitely not the same one you should have in retirement.
Attendees may select one, two or all three seminars. For more information, or to RSVP please email amylampert@womensworth.com or andrew.altenbach@bulfinchgroup.com.