10 events found.

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  • July 2021

  • Wed 14

    Intro to Student Loan Repayment webinar

    July 14, 2021 @ 1:00 PM - 1:30 PM

    At this 30 minute webinar, you'll learn the basics of student loan repayment strategies. This webinar is for anyone who wants to learn about the basics of student loan repayment strategies. You will learn: -the first steps to start taking control of your student loans -why student loans may require a different repayment strategy from […]

    FREE
  • August 2021

  • Wed 11

    Intro to Student Loan Repayment webinar

    August 11, 2021 @ 1:00 PM - 1:30 PM

    At this 30 minute webinar, you'll learn the basics of student loan repayment strategies. This webinar is for anyone who wants to learn about the basics of student loan repayment strategies. You will learn: -the first steps to start taking control of your student loans -why student loans may require a different repayment strategy from […]

    FREE
  • October 2021

  • Wed 6

    Student Loan Office Hours

    October 6, 2021 @ 5:30 PM - 6:00 PM

    Welcome to Student Loan Office Hours with Saki Kurose, a Certified Student Loan Professional, presented by Insight Financial Strategists. We are a boutique financial advisory firm located near Boston and one of our specialties is creating unique strategies for repaying student loans! I cannot give you individualized financial advice unless you sign up to get […]

    FREE
  • November 2021

  • Wed 3

    Student Loan Office Hours

    November 3, 2021 @ 1:00 PM - 1:30 PM

    Welcome to Student Loan Office Hours with Saki Kurose, a Certified Student Loan Professional, presented by Insight Financial Strategists. We are a boutique financial advisory firm located near Boston and one of our specialties is creating unique strategies for repaying student loans! I cannot give you individualized financial advice unless you sign up to get […]

    FREE
  • December 2021

  • Wed 15

    December 15, 2021 @ 1:00 PM - 1:30 PM

    Welcome to Student Loan Office Hours with Saki Kurose, a Certified Student Loan Professional, presented by Insight Financial Strategists. We are a boutique financial advisory firm located near Boston and one of our specialties is creating unique strategies for repaying student loans! I cannot give you individualized financial advice unless you sign up to get […]

    FREE
  • February 2022

  • Tue 15

    Planning for Financial Success After Divorce

    February 15, 2022 @ 7:00 PM - 8:30 PM

    Many people start their post-divorce life not fully understanding the financial impact of their settlement. It’s hard enough adapting to a new life reality, but even harder to adjust to a new standard of living, new asset level, and new financial goals. This course will help you focus on the key issues that will allow […]

    $25
  • March 2022

  • Mon 14

    Retirement Plain and Simple

    March 14, 2022 @ 7:00 PM - 9:00 PM

    Retirement is an exciting new phase of life, but it can be a little daunting to prepare for it. This workshop will explore what you need to know to get ready for retirement. It will cover such topics as: retirement timing, social security, health care costs, transitioning your investments from accumulation to decumulation, tax traps […]

    $25
  • October 2022

  • Mon 3

    Retirement Plain and Simple

    October 3, 2022 @ 7:00 PM - 9:00 PM

    will cover such topics as: retirement timing, social security, health care costs, transitioning your investments from accumulation to decumulation, tax traps and opportunities in retirement, as well as long term care.

    $25
  • Mon 24

    Tax Planning Strategies for the Four Major Stages of Retirement

    October 24, 2022 @ 7:00 PM - 9:00 PM

    will cover such topics as: retirement timing, social security, health care costs, transitioning your investments from accumulation to decumulation, tax traps and opportunities in retirement, as well as long term care.

    $25
  • November 2022

  • Tue 8

    The Bucket Investment Strategy

    November 8, 2022 @ 7:00 PM - 8:30 PM

    If you are like most people, your investments are in a single asset allocation. Maybe you’ve gone with the typical 60% stocks and 40% bonds split or bought a lot of shares of the big tech companies. Perhaps you are conservative and are mostly in bonds. Quite possibly you aren’t even sure. This workshop will […]

    $35
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