Home » Living Well

Wealth Management: Your Dreams, Your Plans

Submitted by on April 30, 2018 – 1:40 amNo Comment

Are you retired or is retirement right around the corner? Do you wish you understood more about securing your future and your investment options? Are you on the path that’s right for YOU?

The Living Well Network is pleased to present this FREE two-part series with professional speakers who will provide clear and concise information on financial topics relevant to all adults.


May 8: Considering Socially Responsible Investing As Part Of Your Plan

Are your investments supporting companies you don’t approve of? Are social issues, or the environment, or corporate responsibility important to you?  Find out how focusing on well-managed com­pa­nies with sus­tain­able busi­ness prac­tices makes sense for both ethical and invest­ment rea­sons. It is possible to invest with a conscience and not sacrifice return.

With presenters Jill Menuck, Esq. of Holtzman & Menuck and Steven A. Dray, CFA, CFP of Zevin Asset Management*

Click here to register for May 8th


May 22: Key Ideas For Managing Risk With Insurance

Everyone encounters risks every day. And to protect ourselves we have insurance – homeowners, auto, life, ect. But Insurance is tricky. It’s not like buying a chair or a shirt or groceries. When you buy insurance, you’re buying a promise. It’s a promise that if something catastrophic happens, your carrier is going to assist you. What should you be considering when it comes to buying insurance? Join us to find out.

With presenters Arlene M. Holtzman, J.D.,LLM of Holtzman & Menuck, and Barbara Targum of Dwight Rudd Insurance*

Click here to register in advance (required) for May 22


WHEN: May 8 and May 22, 10:00 AM – 12:00 PM

WHERE: Lesley University Porter Campus, Room 2-048, 1815 Massachusetts Avenue, Cambridge MA

Free; Adults of any age are welcome; Pre-registration is required here

*Click here for presenter information


Print Friendly, PDF & Email