“Planning for Retirement” at The Center at Medfield - Wed. 10/16

The following provided by Roberta Lynch, Council on Aging.

"Planning for Retirement" - Presented by CFA Society, Boston's Financial Literacy Initiative.

Retirement planning can be overwhelming. Simplifying the process by understanding various components, focusing on what one can control, and developing a long-term financial retirement plan can help to meet financial and life goals.

This discussion on Wednesday, October 16 at 6:30 p.m. can be helpful for a wide audience range, including those approaching retirement age (0-15 years from expected retirement age), those already in retirement, and even younger workers.

About CFA Society Boston: CFA Society Boston is a non-profit professional society with over 6000 members that has been a point of connection for the Boston investment community since 1946. The Society provides an open forum for the exchange of fresh perspectives on industry issues and promotes ethics and integrity. The mission of CFA Society Boston is to be a community of investment professionals that promotes the highest ethical standards, best practices and professional development of current and future members, for the benefit of clients and the broader investing public.

About the Financial Literacy Initiative: Our mission is to close the financial literacy gap by imparting financial knowledge without conflicts of interest, thereby improving the lives of the current and future investing public, the credibility of our industry and ultimately, the stability of our economy. We strike alliances with non-profit groups, leveraging their reach to access a wide variety of audiences, from late high school onward, addressing issues such as Personal Finance, Basics of Investing, Retirement, Bonds vs. Equities, Choosing a Bank, and more.

Join us on Wednesday, October 16 at 6:30 p.m. for information that might kick start your journey into retirement. Our speaker, Medfield resident Brian Sokolowski will share his knowledge and answer questions as it relates to the topic.

Please call the Center at 508-359-3665 to register for this seminar.