Free Financial Lecture Series
Our spring Living Well Network special event series features free lectures on personal finance for people age 55+. Come learn from three speakers, professionals in their fields, who will clearly present on important topics ranging from wealth management to understanding Medicare. These talks are also appropriate for adult children care-taking for older parents.
Date: Mondays, March 23, 30, & April 6
Time: 1:30-2:30 PM
Location: Lesley University Hall, Rm 3-097, 1815 Massachusetts Ave.; parking on street and lot in back.
Cost: FREE and open to the general public
RSVP: Please contact Colin at cbarr@agassiz.org
What’s Your Plan for Long-Term Care? (March 23)
Presenter: Barbara Kelly of Bernstein & Kelly, LLC
If you become unable to care for yourself or your family members, how will you get the help you need? Learn about your options, the costs, and the possibility of long-term care insurance.
Strategically Planning Your Finances (March 30)
Presenter: Arlene Holtzman of Holtzman and Menuck
Learn how to develop a strategy to guide your financial decisions. When you have clear goals, you can view each individual financial choice as part of a larger plan. A solid financial strategy also allows you to adapt to changing circumstances. Come with your questions and ideas.
Understanding Medicare, ABCD (April 6)
Presenter: Maureen Harty of Paine Senior Services
Navigating Medicare can be tricky. Learn how to get started and how to choose the right plan to get the coverage you need.