Reitrement: Making Your Money Last

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Finances - Class/Workshop

Date & Time: Monday, March 18, 2019
6:00 PM-8:00 PM
Suggested Audiences: Adult
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Bay Path Adult Evening School
57 Old Muggett Hill Road
Charlton, MA 01507
Cost: $39
Description: 01-073 Retirement: Making Your Money Last

This course is for investors who are thinking about retiring or who have retired recently. This presentation discusses ideas to help build a reasonable and sustainable strategy for managing income and expenses during retirement. We will explore how to address key concerns such as inflation, health care expenses and market volatility as well as ways to prepare in advance for things that may not go as expected. Finally we will discuss Social Security and how it fits into your retirement income plan, when you should start taking benefits and tax considerations and the impact your decision will have on you retirement. 1 night/2 hours

Jeff Burdick, AAMS began his career in 2006 as a Financial Adviser and became a Limited Partner with Edward Jones in 2010. He was named a Region Leader in 2013 with responsibility for 60 offices in Western MA and CT. Jeff has a B.S. in Finance from Brigham Young University and an MBA from Idaho State University graduating with Phi Kappa Phi and Beta Gamma Sigma honors. Jeff specializes in working with clients approaching and living in retirement. His Sturbridge office is ranked in the top 25% of all Edward Jones branches in client satisfaction. Jeff is active in the local community serving as an OSV Overseer and has served on the Boards of United Way, Tri-Community YMCA, and the Central Massachusetts South Chamber of Commerce.

Monday, March 18
6:00 p.m.  8:00 p.m.
Course Fee $39
More Information: E-mail:
Phone: 508-248-5971x1715
Entered by: Lori Douthwright

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Created: January 31, 2019 at 10:43 AM

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