Financial Planning Seminars presented by New England Financial
A Sensible Approach to Benefits Strategies for Business Owners-
At this very special presentation, we’ll inform you about how you can take control and will cover such topics as:
- Building a Better Benefit Plan without Breaking the Budget
- Onsite Employee Education at no cost to you
- Strategies for retaining key people that benefit both your business and your top employees
- Effective approaches you can take to save for your own retirement
Learn what you can do to reach your business’ financial goals while protecting all you’ve worked so hard to build.
Understanding Social Security- If You Could Create the “Perfect” Retirement Plan-
Social Security plays a role in every individual’s retirement strategy. But how well do you really understand how the program works and the kind of benefits you may receive? Do you know that you have choices to make when you become eligible for Social Security?
At this workshop, you will hear about topics relating to the Social Security Program and fill you in on facts you should know, such as:
- The earliest age you qualify to receive Social Security benefits
- How Spousal benefits are calculated in Retirement, Death& Disability
- The rules about when you qualify for Full Retirement Benefits
- Whether income you earn may reduce your Social Security benefits
- The possible taxation of your benefits
- How to read your annual Social Security Statement
You are very welcome to attend this free workshop and feel free to invite a guest. Don’t forget to bring your most recent annual Social Security Statement and any questions you may have.
The Road to Retirement Security-
Planning for retirement is much like planning for a road trip. Before you leave, there are certain things that you do to get to your destination safely.
At this special presentation, we’ll inform you about how you can take control and will cover such topics as:
- Mapping Your Retirement Course
- Planning for Your Retirement
- Three Hazards to Retirement Security
- Protecting Your Retirement Nest Egg
Join us for this very special presentation to learn what you can do to reach your financial goals while protecting all you’ve worked so hard to build.
From Diapers to Diploma- Save Smart for Your Child’s College Education
Join us for an informative presentation where we will explore the various funding vehicles and strategies for Saving For College.
- Section 529 College Savings Plan
- Coverdell Education Savings Account
- Uniform Gift/Transfers to Minors Act (UGMA/UTMA)
- Individual Retirement Account (IRA)
Additionally, learn more about what credits may be available to you to help offset the cost of college including:
- American Opportunity Tax Credit (Formerly Hope)
- Lifetime Learning Credit (LLC)
- College Education Deduction
- Student Loan Interest Deduction
Join us for this very special presentation to learn what you can do to reach your college funding goals while making your money work for you.
Financial Independence and Security – For every stages of a woman’s life
In this informative presentation we will discuss the following issues:
- Women today (Statistics and Facts)
- Establishing goals and a budget
- Handling two big concerns
- Guarding against risk
- Preserving your assets
Learn how today’s women are facing challenges in planning their financial future These challenges are unique to their generation but also come with many opportunities for those prepared to meet those challenges head on.
You are very welcome to attend this free workshop and feel free to invite a guest.
January
Understanding Social Security
1/19 - 6:30PM
1/24 -- 6:30PM
February
Road to Retirement
2/7 - 6:30PM
2/16 - 6:30PM
March
Financial Independence and Security for Women
3/13 -- 6:30PM
3/22 -- 6:30PM
April
From Diapers to Diplomas
4/17 -- 6:30PM
4/26 -- 6:30PM
May
Sensible Approach to Business Strategies
5/10 -- 12 Noon
5/14 -- 10:00AM
All times 6:30 PM to 7:30 PM (except for May 14). Workshops will be held at the North Jersey Federal Credit Union Totowa branch.
To register:
