Are you close to retirement? Wondering what steps you need to take to be financially prepared? Or are you looking for ways to
jump start your savings and to invest for your future? This two-hour seminar will focus on personal financial fitness and retirement readiness. Topics include: secrets of budgeting, the power of a long-term savings plan, investing principles for building your wealth, understanding asset allocation, what to expect from social security, and keys to constructing a sound financial plan.
Rob Kania, CFA will lead the course. Principal and Co-Founder of Laurentide Advisory, an independent Registered Investment Adviser based in Hingham. At Laurentide, Rob helps individuals strengthen their personal finances, grow their wealth and prepare for retirement. Through CFA Society Boston, a non-profit group of investment professionals, he volunteers and leads financial literacy initiatives on the South Shore.