Learn to be an Exceptional Saver: A series of presentations designed for the LGBTQ Community

When:
Monday, Jan 09, 2017 6:00p -
7:30p

Where:
Brookline Adult & Community Education
115 Greenough Street
Brookline, MA 02445

EventScheduled OfflineEventAttendanceMode

Admission:
$33

Categories:
LGBT

Event website:
http://www.campusce.net/brookline/course/course.aspx?C=2576&pc=61&mc=80&sc=0

LEARN HOW TO SAVE MONEY FOR EDUCATION, LIFE EVENTS, RETIREMENT, ETC.
These seminars are a safe space to ask questions and raise any concerns specific to those who identify as LGBTQ. Based on current policy, these classes will address issues for LGBTQ individuals and families


Marcos Lopez, RICP®, in partnership with The Bulfinch Group, a financial services and investment firm headquartered in Needham, MA, will host a series of presentations entitled: LGBTQ - Learn to Be an Exceptional Saver. The comprehensive presentations will help attendees define and prepare key strategies and will address these pertinent issues:


JANUARY 9 @ 6:30 PM:
LGBTQ - Financial Planning for Upcoming and Recent Graduates – Helping you to evaluate the many financial choices you will soon have before you
http://www.campusce.net/brookline/course/course.aspx?C=2576&pc=61&mc=80&sc=0


FEBRUARY 6 @ 6:30 PM:
LGBTQ - The Real Cost of Retirement – Addressing retirement cost issues for those aged 45-65 who have time to effectively structure assets in their final accumulation years
http://www.campusce.net/brookline/course/course.aspx?C=2669&pc=61&mc=80&sc=0


MARCH 6 @ 6:30 PM:
LGBTQ - Finance 101 – Focusing on what kind of financial strategy is best for you and your family
http://www.campusce.net/brookline/course/course.aspx?C=2576&pc=61&mc=80&sc=0


Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. 2016-30771. Exp 12/17

Share this event

Add to:

Reddit
01/09/2017 18:00:00 01/09/2017 19:30:00 America/New_York Learn to be an Exceptional Saver: A series of presentations designed for the LGBTQ Community LEARN HOW TO SAVE MONEY FOR EDUCATION, LIFE EVENTS, RETIREMENT, ETC. These seminars are a safe space to ask questions and raise any concerns specific to those who identify as LGBTQ. Based on curre... Brookline Adult & Community Education, Brookline, MA 02445 false MM/DD/YYYY

Sponsored events