Community Corner
WomensWorth Retirement Mastery Series - October 1st at 6:30 PM
Meet with specialists from the fields of elder law, long term care, investment management and retirement planning.

When: Wednesday, October 1st, 6:30 PM - 8:00 PM
Where: The Bulfinch Group, 160 Gould Street, Suite 310, Needham, MA
What: Meet with specialists from the fields of elder law, long term care, investment management and retirement planning to address topics of most interest to retirees and pre-retirees. Bring your most pressing questions (or better yet - send them ahead of time).
Find out what's happening in Needhamfor free with the latest updates from Patch.
Navigating Retirement:
- Optimizing the timing of Social Security Benefits
- Choosing the right Medicare Supplement Plan for you
- How to pay for a Long Term Care event
- Medicaid Planning Rules and Guidelines
- How to re-position your assets in retirement
Find out what's happening in Needhamfor free with the latest updates from Patch.
RSVP/Questions to:
Amy Lampert – President, WomensWorth®
(781) 292-3251 / amylampert@womensworth.com
Peggy Romero, MBA – Financial Representative, WomensWorth®
(781) 292-3120 / peggyromero@bulfinchgroup.com
Richard Belofsky, CLU®, ChFC®, CFP® – The Bulfinch Group
(781) 292-3259 / richardbelofsky@bulfinchgroup.com
About WomensWorth®
At WomensWorth®, we believe that our clients deserve a financial advisor who is knowledgeable, not only about the world of investment management, but who is also an advocate who listens, communicates, educates and demystifies the many aspects of their financial decision-making. We work with our clients to help them DEFINE, AFFORD, and LIVE the lives they dream about, and to PROTECT the most important people in their lives!
WomensWorth® has educated, entertained and advised over 2000 women and men who have participated in our workshops and presentations, and who have worked with us in a one-to–one advisory relationship.
Our passion has been, and continues to be, enabling women to be masters of their own financial destinies. Whether through our educational workshops or by availing themselves of our unique integrative and comprehensive planning methodology, we hope that our clients and participants understand and can articulate the rationale for their financial decisions.
Amy Lampert & Rich Belofsky, Registered Representatives and Financial Advisors of Park Avenue Securities, LLC (PAS), 160 Gould Street, Suite 310, Needham, MA 02494,781-449-4402. Securities products/services and advisory services are offered through PAS a registered broker/dealer and investment advisor. Amy Lampert, Rich Belofsky & Peggy Romero, Financial Representatives, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect wholly owned subisidary of Guardian. The Bulfinch Group is not an affiliate 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. WomensWorth® is not an affiliate or subsidiary of PAS or Guardian. PAS is a member of FINRA, SIPC. 2014-10613