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Financial Planning Basics: The Nuts and Bolts of Financial Planning

Workshop #2: The Nuts and Bolts of Financial Planning

This workshop will cover:

  • How to conduct a personal inventory
  • The methods for creating a sound financial planning strategy
  • Tools and investment products available to you
  • Retirement planning

Date - Tuesday, November 15th

Time - 6:30 PM - 8:30 PM

Place - 88 Tremont St., 6th Floor Myers Hall

Cost - $15 for StageSource Members, $25 for Non-Members

In order to help us better prepare for this class we ask that you fill out the Nuts and Bolts of Financial Planning Survey.

Launch, revisit, or rethink your short- and long-term financial goals in this information-packed workshop with Caroline Gaffney, a CERTIFIED FINANCIAL PLANNERTM and founder of Atwater Wealth Management. Regardless of your financial status, Caroline will address your unique needs, presenting a logical road map and answering your burning financial questions. Prior to founding Atwater Wealth Management, Caroline worked at a national financial and Investors Bank and Trust Co. She is a member of the Boston Estate Planning Council and an instructor at Northeastern University.

 

This is the second in our three part series Financial Planning Basics: Understanding the Art of Money presented in part with Arts and Business Council.

Session three is scheduled for December 6th and will focus on Tax Saving Strategies with, Michael Tucci, CPA, MST.

Session two on November 15th and will feature Caroline Gaffney, a certified financial planner and Principal of Atwater Wealth Management.  Session three on December 6th will be presented by Michael Tucci, CPA, MST. Locations TBD.

Sessions are $15 (StageSource Members) and $25 (Non-Members) each.