Retirement Sense – Session Two: Will It All Add Up?

Wednesday, May 17, 2017
12:00 - 1:30 p.m.

NE49-5000

Presenters:
Ken Davies, E.A., CEBS, B.S.; Retirement Programs Manager, MIT
Steven Dimitriou, B.A., AIF, PRP; Co-Founder and Managing Partner, Mayflower Advisors
Lawrence Glazer, AAMS; Co-Founder and Managing Partner, Mayflower Advisors
Maureen Ratigan, M.B.A.; Director of Benefits, MIT
 
This workshop will help you understand the impact of your current lifestyle, savings, and investment decisions on realizing your retirement goals. You will learn how the choices you make, or don’t make, about managing investment risk can impact the timing of your retirement and your retirement lifestyle. We will also discuss:
·         Asset allocation and diversification in investment
·         How to create a stable income stream
·         How and why you need to keep your household budget in retirement flexible
·         Estate planning – what it is and why it’s important
·         Types of insurance you may need in retirement and how those needs may differ from your current insurance needs
 
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