One-Session Class: Planning Today for Tomorrow: Navigating the Path to Financial Independence (Part 1)

Hal and John are proud to present this two-part session which will answer: How much risk should I be taking in my investments? What rate of return do my investments need? How do I make sure I can stay retired? What strategies should I use when filing for Social Security? Do I need life insurance? Will I outlive my money? Is there room for charity in my plan? John will wrap up both days with a Q&A session, giving you the opportunity to ask the questions that puzzle you the most. Additionally, he has agreed to provide one-hour complimentary one-on-one consultations to attendees. Those who take advantage of this can ask questions specific to their own situation and have a review of their current financial plan. [Note: As part of our second capacity-building grant, the Bernard Osher Foundation charges us to broaden our fundraising plan (including planned giving) as well as to increase dollars raised.]

Presented by Hal Burrall, director of Planned Giving at RIT, and John Skomski, partner at Best Times Financial Planning (founded in 1982). See www.besttimesfinancial.com for more information.