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Building Up or Spending Down a Retirement Portfolio: An Interactive Forum

Wednesday, March 26, 2014 at 7:00 pm

Saving for retirement or already there? Learn how to get answers to the following questions:

  • Am I on track for a secure retirement?
  • How much do I need to save to retire comfortably?
  • How much can I safely withdraw from my investments during retirement?
  • What changes should I make to my investment plan to reduce the risk of running out of money?

Join John Spoto, "Financially Speaking" columnist for the Eagle Tribune, Lowell Sun Times and North of Boston Business Magazine for this informative 90 minute discussion. Bring your questions or come to listen and learn.

Registration is required. Please register online or by calling 978-623-8401 x31.

John Spoto, CERTIFIED FINANCIAL PLANNERô, is the President and founder of Sentry Financial Planning, LLC, a FEE-ONLY financial planning firm. He does not work for any financial institution, sell financial or insurance products of any kind, accept or pay referral fees or work for commissions. 

Sponsored by the Friends of Memorial Hall Library

Last updated: February 24, 2014
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