Financial education classes and seminars

Register for one of our programs to take control of your financial life.

Stock Market Investing Basics

What, Where And How Much To Invest


Investing is a great way to put away money, build wealth, and have the resources you need to achieve your financial goals. This seminar will introduce you to investing basics and help you get started with an investment plan.

In this seminar, you will learn:
• What capital markets are and how they function
• How investors make money in the markets
• What, where and how much to invest
• How to manage your investments over time
• How investing helps you achieve your financial goals

View Seminar Brochure
LOCATION:
Beverly Cummings Center
100 Cummings Center
Suite 109-D
Beverly, MA
DATES & TIMES:
February 6, 2020 5-6PM,
February 7, 2020 12-1PM
COST: Free

Life Insurance, Long-Term Care, And Annuities

What To Know And What To Buy


Insurance is a great way to protect yourself and your loved ones from risk. There are many insurance products available and choosing the right one is key to achieving your financial goals. This seminar will introduce you to three important types of insurance – life, long-term care and annuities, and help you get started on picking the right coverage for your family.

In this seminar, you will learn:
• Term, universal and whole life insurance plans
• Types of annuities, their benefits and costs
• Long-term care insurance basics and add-on options
• How to decide what type of insurance you need
• How to pick providers, products, and policies

View seminar brochure
LOCATION:
Beverly Cummings Center
100 Cummings Center
Suite 109-D
Beverly, MA
DATES & TIMES:
February 13, 2020 5-6PM,
February 14, 2020 12-1PM
COST: Free

Retirement Plans For Small Businesses

Why Have A Plan And How To Pick The Right One


Business owners have many options when it comes to retirement plans beyond traditional and Roth IRAs. Starting and administering a plan is easier and cheaper than ever before and the benefits by far outweigh the costs. This seminar will introduce you to different types of retirement plans, their costs and benefits and how to setup the right plan for your business.

In this seminar, you will learn:
• Types of retirement plans for business owners
• Plan contributions, limits, investment options, and taxes
• Retirement plan setup, administration and costs
• Employee eligibility and coverage
• How to pick the right retirement plan for your business

View Seminar Brochure
LOCATION:
Beverly Cummings Center
100 Cummings Center
Suite 109-D
Beverly, MA
DATES & TIMES:
February 20, 2020 5-6PM,
February 21, 2020 12-1PM
COST: Free

Managing Your Family Finances

Spending, saving, credit, and beyond


There is more to achieving financial security than having good income and increasing your earnings. Learning good habits and making your dollars work for you is just as important. This seminar will introduce you to the basics of sound financial management and help you develop the skills you need to take control of your finances.

In this seminar, you will learn:
• How to budget and manage family’ expenses
• Improving your credit score and reducing cost of debt
• Saving for education and retirement
• Keys to enjoying life today while building financial security
• How to ensure you will not run out of money

View seminar brochure
LOCATION:
Beverly Cummings Center
100 Cummings Center
Suite 109-D
Beverly, MA
DATES & TIMES:
February 27, 2020 5-6PM,
February 28, 2020 12-1PM
COST: Free

Financial Security for Women

What It Means and How To Build It


Women give up more than their jobs and careers when they stay home to care for the children. They give up retirement security, government benefits, insurance coverage and financial independence. As a result, many women feel financially vulnerable throughout their lives. This seminar will introduce you to financial security basics and help you take control of your life.

In this seminar, you will learn:
• The importance of having your own assets
• Spousal retirement savings and how to set them up
• Government benefits when you do not earn income
• Insurance coverage for your family
• How to achieve financial security when you are not working

View seminar brochure
LOCATION:
Beverly Cummings Center
100 Cummings Center
Suite 109-D
Beverly, MA
DATES & TIMES:
March 5, 2020 5-6PM,
March 6, 2020 12-1PM
COST: Free

Women And Money

Change your view of money to change your life


Girls get mixed messages about money and may not always like to manage their finances when they grow up. As a result, many women feel vulnerable and financially insecure throughout their lives and especially when they get older. This conversation will look at ways women can change how they view money and take control of their financial lives.

In this seminar, you will learn:
• Cultural messages about money and how they affect women
• The broken social contract and how mothers pay the price
• How discomfort around money is holding women back
• Why investing is a woman’s best friend
• How to manage your finances to take control of your life

View seminar brochure
LOCATION:
Beverly Cummings Center
100 Cummings Center
Suite 109-D
Beverly, MA
DATES & TIMES:
March 12, 2020 5-6PM,
March 13 2020 12-1PM
COST: Free