(healthy you events)
Spring 2013 Events
4/8 - Healthy You Benefits Fair, 12 pm to 4 pm in Alumnae Ballroom
|Date||Program/Resource||Audience||How You Benefit|
April 2, 2013
College Club Wall Room
Lunch will be provided.
Spouses/ partners welcome
Jonathan Pond Guest speaker.
Money $marts for Pre Retirees and Retirees
PBS host and author Jonathan Pond will present his observations and suggestions for thriving in today's challenging investment and financial planning environment. The financial services industry seems to think that once you're retired, your financial needs are pretty much satisfied. That's balderdash! No matter your age or financial circumstances, there are always sensible opportunities to improve your financial future. Jonathan will discuss a variety of important financial matters, including planning for a financially comfortable retirement, thriving throughout your retirement years, investing, estate planning, and, much to the chagrin of your heirs, planning your retirement spending so you have a decent chance of departing this orb penniless. View his website at jonathanpond.com
|Emeriti and active faculty||You can always improve your financial future. Choose to be smart about money.|
April 4th or April 16th
Library Lecture Room
or call x3289
Space is limited to the first 80 attendees
Social Security and Medicare
Francine Kollias, a professional with Social Security expertise, will present information regarding this key retirement income benefit and Medicare. Find out what has changed and what has not and how it affects you. This is an in-depth presentation about Social Security benefits, how Medicare works, when you should apply, and the on-line services Social Security has to help you. Questions are welcome. Attend one of the sessions. Bring your questions, bring a guest and bring your brown bag lunch.
Rsvp to http://www.wellesley.edu/hr/empdev/signup or call x3289
|Actives and Gues||You have paid into social security and Medicare for years. Valuable benefits await you. Make a choice to learn when to collect your benefits.|
April 30th & May 14th
4:00 - 7:00
College Club Council Dining Room
Attend one or both sessions.
Light dinner will be provided
Bring your spouse, partner & questions
Rsvp ___ or call x3289
Space is limited to the first 40 attendees
Dave Carboni Ph.D., CFP
A popular presenter at the college in the past, Dave is back to present two important and in-depth workshops:
Financial Planning for Retirement (April 30th)
How to develop a "financial planning perspective". Key concepts and approaches necessary to ensure a financially secure retirement. How to critically evaluate your financial options. Getting organized: Creating viable Cash Flow Statements and Balance Sheets. Ways to Improve your Cash Flow and Balance Sheets. Preparing for "one on one" meetings with Financial Planners (what documents to bring and key questions to ask). Figuring out if you're on Track to Afford to Retire.
Managing your Nest Egg & Retirement Income Planning (May 14th)
Characteristics of various investments. Kinds of investment risks associated with all investments, and how to manage these risks. How to build an investment planning strategy for retirement. Advantages and Disadvantages of various Retirement Income Planning Approaches. How might annuitization fit it? Assuring that I don't run out of purchasing power before "I run out of time". (How does Social Security Benefit collecting strategy fit into my retirement income planning?)
|Retirees, Actives and Guests||
Dave will answer the following questions in his sessions:
-How do you prepare for a meeting with a CFP;
-Am I on track to afford retirement
-What's the best time to take social security
-What legal documents should everyone have
-How do you ensure you don't run out of money