10 Secrets that Most Financial Advisors Don’t Want You to Know
Thursday, October 12 @ 7pm
Maynard Public Library
In this workshop you will learn how to implement financial strategies yourself that many advisors are charging their clients thousands of dollars to create. We will cover concepts from functional asset allocation, to low cost index investing, to tax loss harvesting, and everything in-between. Learn important money savings tricks like how to save on your insurance premiums and reduce your tax liability. We will also cover how most advisors are compensated so you can ask the right questions to determine if there are hidden fees eating away at your hard earned dollars!
Jared Hoole is the Founder and President of Lakeside Financial Planning, a comprehensive Fee-Only financial planning firm with locations in Burlington, MA and Windham, NH. He is a board CERTIFIED FINANCIAL PLANNER™ or CFP® and has a Graduate Certificate in Financial Planning. Jared also holds a Master’s Degree in Taxation from the Graduate School of Business at Bentley University, a Bachelor of Science in Finance from Bentley University, and is a graduate of the National Tax Training School. Jared lives in Windham, NH with his wife Alisyn, their daughter Carsyn and son Brody. He leads an active lifestyle and enjoys spending time outdoors, especially golfing or skiing. Jared relishes spending his summers with family and friends on the fresh waters of Lake Winnipesaukee.
Click here to sign up for the program or you can visit the Reference Desk or call 978-897-1010 x103.
Succeeding in Retirement Collection
The library has a growing collection of books on financial topics of interest to seniors. You will find the collection on the 2nd level of the library, next to the beginning of the Fiction section.
Please ask the Reference Librarian if you are looking for a specific title.
Resources from Recent Seminars
This seminar was held at the Maynard Public Library on Tuesday, April 25th and recorded by WAVM Productions.
Most people don't know there are literally hundreds of ways to claim Social Security retirement benefits and that choosing the wrong strategy can mean leaving well over $50,000 in benefits on the table.
?This seminar will address important questions about Social Security such as:
Will Social Security be there when I'm ready to claim?
How are my benefits calculated?
How much will I get?
How can I get more??
Peter Hoffman, MBA, CFP, RLP is a Certified Financial Planner with Orion Wealth Advisors in Lexington, MA. He loves working with pre-retirees and retirees to help them have the retirement they always wanted. Peter frequently speaks at libraries on financial planning topics.
This seminar was held at the Maynard Public Library on Tuesday, March 21st and recorded by WAVM Productions.
Do you get nervous when you think about your financial future? Do you wonder if you have enough money? This informative workshop will show you how to assess your own financial situation so you'll be secure, confident, and happy when you think about your money.
You will receive step-by-step instructions to determine your net worth, a worksheet to make the process seamless, and practical tips for increasing your net worth.
Julie Morgenlender is a Financial Freedom Coach who helps women and their partners achieve their financial dreams by regaining control of their money while still enjoying life.
Frank and Mary are your average senior citizen couple. They experience the same issues we all encounter as we age.
Arthur Bergeron, an elder law attorney at Mirick O'Connell, has created this fictional couple to help walk you through the various challenges facing seniors and their loved ones. He frequently provides legal perspective on elder law issues and highlights local and national resources available to seniors.
"Elder Law with Frank and Mary" is a compilation of Arthur's programs and interviews. Whether you yourself are a senior or you have a loved one who is elderly, chances are you can relate to several of the scenarios we have created here. There are many difficult decisions to make as you grow old - both in terms of finances and physical capacity. Arthur Bergeron uses Frank and Mary to shed light on many questions and concerns raised by his elder law clients throughout the years. Our goal is to provide you with the knowledge and resources needed for peace of mind.
This seminar was held at the Maynard Public Library on Thurs, November 17th and recorded by WAVM Productions.
"Planning Ahead" focuses on the importance of proper estate planning and the consequences that are presented when an individual fails to plan for incapacity.
Jillian Wickman is the Managing Attorney of the Estate Administration Department at Cushing & Dolan, P.C. where she focuses her practice in probate estates, estate tax preparation, and funding inter-vivos and irrevocable trusts. Jillian works with clients after the passing of a loved one to assist them in fulfilling their fiduciary obligations and achieving the objectives established by the estate plan.