Events

Retirement Concerns for Women

This seminar explores five important topics related to women and retirement: longevity, inflation, rate of withdrawal, asset allocation, and healthcare.

Financial IQ: Protect Your Income

Your income funds all parts of your life – not just your mortgage and retirement, but how you spend quality time with your family, interact with your community, and advance your career. This webinar will help you appreciate the true value of your income, know the options for income replacement, and understand disability income insurance.

Women, Wealth, and Well-Being

Think about yourself 10, 20 years ago, if you have kids or grandchildren - picture them 20 years from today. Where have we been and where are we going?

Financial IQ: Estate Planning 101

An estate plan helps define where your assets will go after you are gone and help ensure a plan is in place so that your wishes are followed.

How Taxes Change Through the Four Stages of Retirement

Do you know how tax planning changes through different stages of retirement?

Should I Stay or Should I Go? Savvy IRA Planning for Boomers

An Overview of the Factors to Consider When Making Rollover Decisions

Financial IQ: College Planning

Many people have identified funding a child’s college education as a financial goal. There are a number of things you’ll need to think about. This session will help you!

Hack-proof your Smartphone!

Join us for a presentation on the dangers modern technology poses to our security. Learn how to protect your personal information with strong passwords, proper privacy settings, and more! 

Hack-proof your Smartphone!

Join us for a presentation on the dangers modern technology poses to our security. Learn how to protect your personal information with strong passwords, proper privacy settings, and more! 

8,000 Days: Understanding Life through the Eyes of the MIT AgeLab

John Diehl will walk us through the four primary stages of life and those of retirement, what key decisions will need to be made, and where you can locate resources to help in mapping out these 8,0000-day segments of our life. 

Webinar: The New Retirement Savings Time Bomb Click Here to learn more

Virtual Event: This is one you won't want to miss! The New Retirement Time Bomb with Ed Slott,CPA & nationally recognized IRA distribution expert. Thursday, March 4th at 12:00PM via Zoom

How Tax Planning Changes Through 4 Stages of Retirement Webinar: 2 dates & times to choose from Click Here for More Details & Registration!

Join us to learn of the key things to pay attention to as we progress through our retirement years.

The Most Dystopian Election Ever Webinar: Click Here For More Details and Registration!

Join us for an in-depth look at the upcoming election and the potential impact on the market and US economy.

Extended Care & Long Term Care Planning 2 dates & times Click Here for Details & Registration

Extended care is a life changing event that can have long term consequences. Join us for a webinar discussion on the options available to plan for an extended care event.

Managing Healthcare Expenses in Retirement Webinar: 2 Dates & Times To Choose From Click Here for More Details & Registration!

A comprehensive overview of Medicare enrollment and options as well as private "medigap" policies

What's New With Social Security? Join our complimentary webinar to find out! 2 dates & times to choose from Click Here To Register!

This brief yet informative presentation will cover adjustments to Social Security and Medicare, as well as the program's outlook under the current political climate.

Estate Planning in the Time of Coronavirus (Click to Register: There are 2 Dates and Times)

As Covid-19 continues to spread across the country, many people are thinking about their estate plans and what might happen if they need to be hospitalized. This presentation helps you broach the topic in a serious yet non-scary way. Now is the time for everyone to get their affairs and documents in order.

Hackproof Your Smartphone Webinar ~ Click here to register!

The Women’s Retirement Series

Robin Lovely, founder of The Women’s Advisory Group presents an educational series for women contemplating or preparing for retirement. This program is especially valuable to those planning to retire within 5 years. There is no fee to attend, but seats are limited so please register here. All seminars will be held on Monday evenings at the Plymouth Public Library from 6pm-8pm. The Women’s Advisory Group is a team of all -female experienced advisors whose goal is to educate, empower and help women navigate important life transitions. Robin is a former RN and health care executive with 20 years’ experience providing financial advice to clients throughout New England and the East Coast.