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 […]

    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 […]

    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 […]

    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 […]

    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 […]

    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 […]

    $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 […]

    $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 […]

    $35
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