"I am convinced that a membership in the Greater Concord Chamber of Commerce is the best return on investment a business or nonprofit can make."
— Ryan Robinson, Mainstay Technologies
Baystate Financial Workshop - SaveWell: Gaining Awareness and Setting Goals
Monday, December 9, 2024 (4:00 PM - 5:00 PM)
(EST)
Description
Planning for a Successful Retirement: Your First Step
This session focuses on laying the foundation for a successful retirement by helping you understand your financial goals and the factors that influence them. Together, we’ll explore external influences and actionable steps you can take—such as adopting a more informed approach to saving. By the end, you’ll gain clarity on how today’s saving decisions shape your future options and be prepared to continue the PlanWell™ Series.
Key Takeaways:
- Gain insight into the importance of planning and defining your retirement goals.
- Learn strategies to maximize your employer’s 401(k) match.
- Discover ways to leverage tax-sensitive accounts to achieve your goals.
- Get introduced to the PlanWell™ Workbook to guide your planning journey.
Please note: These events are complimentary to attend - join us in person at the Greater Concord Chamber of Commerce office or via Zoom. If attending virtually, please find the Zoom link in your confirmation email or reach out to mhendrick@concordnhchamber.com. It is not necessary to attend all sessions - register for one or as many as you would like!
Sponsors
Presenting Sponsor
Baystate Financial - Mark Borak
Images
Greater Concord Chamber of Commerce
49 South Main Street, Suite 104
Concord,
NH
03301
United States
Monday, December 9, 2024 (4:00 PM - 5:00 PM)
(EST)
Registered Guests
2
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Baystate Financial Workshop - SaveWell: Gaining Awareness and Setting Goals
Monday, December 9, 2024 (4:00 PM - 5:00 PM) (EST)
Description
Planning for a Successful Retirement: Your First Step
This session focuses on laying the foundation for a successful retirement by helping you understand your financial goals and the factors that influence them. Together, we’ll explore external influences and actionable steps you can take—such as adopting a more informed approach to saving. By the end, you’ll gain clarity on how today’s saving decisions shape your future options and be prepared to continue the PlanWell™ Series.
Key Takeaways:
- Gain insight into the importance of planning and defining your retirement goals.
- Learn strategies to maximize your employer’s 401(k) match.
- Discover ways to leverage tax-sensitive accounts to achieve your goals.
- Get introduced to the PlanWell™ Workbook to guide your planning journey.
Please note: These events are complimentary to attend - join us in person at the Greater Concord Chamber of Commerce office or via Zoom. If attending virtually, please find the Zoom link in your confirmation email or reach out to mhendrick@concordnhchamber.com. It is not necessary to attend all sessions - register for one or as many as you would like!
Sponsors
Presenting Sponsor
Images
49 South Main Street, Suite 104
Concord, NH 03301 United States
2