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EBN: Living A Secure Financial Life

When we think about financial security, we usually focus on savings. And that's appropriate for the early stages of our lives. But after age 50, our focus begins to shift as we face a variety of decisions that most of us feel unprepared for and find complicated or confusing. To help untangle the confusion and better understand what decisions are needed when, we are offering this program as part of a series that will help you live a more secure financial life.

Steve Lewis has significant finance experience. Steve presents information in a way that allows us to better understand some of the complex nuances associated with financial health as we move toward or into retirement. This event will primarily focus on considerations regarding Social Security and Individual Retirement Accounts (IRAs). There will also be some reference to other retirement considerations such as Medicare. Steve is a SHINE counselor and is able to help individuals as they navigate Medicare-related decisions.  

This presentation will be accompanied by resources you can use and that will be posted on our website for future reference.
Thursday, September 30, 2021, 10:00 AM until 11:30 AM
This is a virtual event. A Zoom invite will be emailed to you 24 hours in advance of the session.
Boston, MA  02132
Additional Info:
Mary Gunn
Virtual - Meet & Greet
Registration is required
Payment In Full In Advance Only
No Fee