We are pleased to announce that Simmons University is offering a Retirement Readiness Series which consists of several remote retirement planning workshops. You can choose to attend 1, 2, or all 3 sessions however the sessions build on the prior session information - it is recommended you attend all 3 sessions, if you are able to do so. These sessions will be held on the below dates/times:
- Retirement Planning Basics & Estate Planning Issues
Friday, January 10th from 1pm - 2:30pm - Social Security Retirement & Medicare/Health Insurance Planning
Friday, January 17th from 1pm - 2:30pm - Long Term Care & Retirement Income Planning
Friday, January 24th from 1pm - 2:30pm
Participants will receive comprehensive retirement planning materials. The workshops will be presented by David K. Carboni, Ph.D., CFP®, an authority in the field of retirement planning. Dr. Carboni has delivered thousands of retirement planning programs nationwide, including workshops for the faculty and staff of: Williams College, Amherst College, Yale University, Boston College, Thayer Academy, and Providence College, among others. Unlike workshops offered by financial service providers, this program is strictly educational, as Dr. Carboni sells no financial products or services.