Wealth Building Mastery Series with WomensWorth & The Bulfinch Group

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

Walk away from this session knowing what you really need to know, and what you don’t, about investing; why complicated formulas and high math aren’t required to be a smart investor, and why some of the commonly held myths about investing and picking stocks, mutual funds and other securities may not serve you well. This is an interactive session that allows you to ask all the questions you ever wanted to ask of an investment professional.

·       Tuesday, May 23rd — ESTATE & ELDER PLANNING

Learn why estate planning is not solely for the affluent and about the biggest legacy and estate planning mistakes. We will also cover elder care planning, Medicaid planning, the pros and cons of long-term care insurance/costs, little known strategies for getting coverage, and how to talk to family members about these important topics.

·       Tuesday, June 13th — RETIREMENT PLANNING

A thorough dive into the many nuances of good retirement planning for those who are anticipating

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 [email protected] or [email protected].

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