Retirement Investment Workshop
Retirement Investment Workshop
A workshop, âRetirement Investment Strategies,â will be presented on October 12, from 6 to 8 pm, at the C.H. Booth Library on Main Street.
Financial consultant Joan M. Bouchard of Financial Underwriters in Danbury will present strategies to protect retirement income.
During the educational workshop, participants will learn how to:
- Calculate the cost of retirement;
- Understand various tax laws with regard to investments;
- Invest for growth, income, and stability;
- Take a balanced approach to investing and achieving goals;
- Determine the long-term allocation of funds that match investing profile;
- Adjust portfolio to keep pace with inflation;
- Make informed decisions as to which investments best suit needs;
- Minimize risk and maintain the potential for competitive returns; and
- Prepare for a more comfortable and rewarding retirement lifestyle.
Participants will receive a full-color, 20-page workbook on retirement investment strategies that contains essential information, exercises, and questions that will help them assess their current situation and make sound financial decisions. They will also be eligible for a complimentary consultation.
Ms Bouchard has been providing professional financial and insurance services since 1983. She holds the designations of chartered life underwriter, chartered financial consultant, and registered health underwriter.
For reservations, call 203/797-1203.