Real World Retirement

Four Thursdays, starting July 8, 2010
7–8:30 p.m.
Responsible Investing
Brookline, MA
Price: $125
Limited to 30 attendees
Call 617-277-6107 to register by phone or
register by email

Wondering if you can retire? Looking for real-world solutions that go beyond financial industry sales pitches? This course is for you. Get clear, practical advice on managing your money in retirement. Learn things that most wealth managers will never tell you. Master skills that will help you build the new life that’s right for you. This empowering hands-on workshop is taught by a retired Wall Street insider turned financial teacher, coach and entrepreneur.

Week 1: Real World Retirement

Is Retirement a Marketing Gimmick?
Balancing Income and Spending
Evaluating Short and Medium Term Investments

Week 2: Making Money Last I

Safe Savings Withdrawal Rates—Monte Carlo and Beyond
Social Security—His or Hers and When?
Planning when nothing stays the same

Week 3: Managing Investments

Investments, Income and Inflation
Keeping Track of it all
Managing the Managers

Week 4: Making Money Last II