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