Many people spend more time preparing for their dream vacations rather than their dream retirement. We all talk about what we want to do when we retire, whether it be pursuing a hobby, volunteering for a worthy cause, moving to a beachfront property, or the bucket list of vacations that we’ve been dreaming of. But, do you have what you need to retire comfortably and pursue these dreams?
Sometimes life and work get in the way of your financial planning, but remember time is your friend — the sooner you save, the more you will have saved up. Don’t delay!
Our event in November will be a guide toward educating yourself on financial planning. Scot and Briana will be on deck to answer some of the following basic financial questions:
- What to prioritize first savings vs. investments?
- What are 401K, IRA, Roth IRA?
- What is a financial portfolio?
- How can you diversify your investments?
- How much should you set aside each month for saving?
- What are a couple of approaches you can do daily to save more? Does it mean you need to cut down on your early morning coffee run?
- What does it mean to invest in a tax efficient way? How can you approach it?
- What are some available options for paying off your loans (student, car payment, etc.)?
These and many other topics which include ways to save up for rainy days will be covered at the event. This will be an interactive discussion about your questions on saving and achieving your financial goals without overstretching your budget. With our guest speakers Scot Reynolds and Briana Willander combined experiences in the financial planning field, they will cover ways to plan for your retirement in a way that not only fits your budgets but also gives you the knowledge you can take away to start your financial planning.
Date/Time: Tuesday, November 1st at 6:00 PM.
Location: The Broad Institute, Kendall Sq, Cambridge, MA.
Appetizers and wine will be provided. Registration is required, sign-in upon arrival.
Scot Reynolds, CLTC Vice President assists families, businesses, and individuals in developing and achieving their unique financial goals. Since 2007, his mission has been to help his clients accumulate, enjoy, protect and distribute wealth in the most tax-advantaged way possible.
Scot has received many awards for his accomplishments in the financial services industry. Most recently, Scot was recognized by Boston Magazine as a Five Star Wealth Manager in 2015, recognizing the top financial advisors in Massachusetts. From 2012-2015 he qualified for four consecutive “Achieving Client Excellence” (ACE) Awards, for his achievements in Sales Management, including twice in the top 5 in the country. The ACE award is one of the highest honors that Signator Investors bestows on financial professionals within the national network.
Along with these prestigious accomplishments, Scot is a perennial Qualifying Member of the Million Dollar Round Table (MDRT). MDRT is considered the premier and most exclusive association for financial professionals. It is an international network of leading financial advisors who serve their clients with a high level of performance and the highest standards of ethics, knowledge, service and productivity.
Scot is also an active member of the industry and community. He is a member of the National Association of Insurance and Financial Advisors (NAIFA), a two-time past president of his BNI group the Middlesex Money Makers, and an active member of the Burlington Area Chamber of Commerce. Scot graduated from the University of Maine with BS in Business Administration.
Scot is originally from Falmouth, Maine and currently resides in Charlestown, Massachusetts. In his free time, he enjoys golfing, snowboarding and attending Boston sports events.
Briana holds her Series 6 and 63 Securities Licenses as well as her Life, Accident, and Health Insurance Licenses. She graduated cum laude from Plymouth State University with a major in finance and minor in economics.
Through Briana’s affiliation with Boston Partners Financial Group Briana has access to John Hancock products as well as a variety of financial products and services from many other carriers. These services include Retirement Planning, Life Insurance, Asset Protection, Long-Term Care Insurance, and Disability Income Insurance.
Briana grew up in the small town of New Boston, NH and currently resides in Shrewsbury, MA. In her local community, she is an active member of Shrewsbury’s BNI Elite Referral Group. In her free time, she enjoys staying active, running, snowboarding, golfing, and spending time with family and friends.
de la Femme (DLF) is a Massachusetts organization passionate about promoting the advancement of women and bridging the gender gap. This can be seen in the wage gap and under-representation of women in senior-level positions and the boardroom, from Corporate 100 to startups. Our mission is to provide a centralized network and community where career-focused women can access resources tailored toward their career goals. We provide resources and information to help women efficiently navigate work opportunities and to provide a supportive environment that will nurture female leaders. Our vision is to generate a community of like-minded, high-achieving women, who help each other to succeed in the workplace.
*No refunds issued once registered.
**de la Femme is a volunteer-based organization striving to provide resources for women to achieve their career potential. Donations are instrumental in sustaining our mission, and any amount is greatly appreciated.