Needham Community Education

Whether retirement is 20+ years away or right around the corner, there’s a lot to understand! We’ll cover some financial literacy topics to get you started. Do you like a do-it-yourself approach or do you want to hire help? We’ll share information that will help you move forward confidently either way. Topics that will be covered include: a broad survey of investment options and how to build a portfolio (including examples), taxation and the various deferred tax investment vehicles (401ks, IRAs, Roth IRA, 529s, HSAs, etc.), life insurance, long term care insurance, how to go about estate planning including wills and trusts, charitable giving strategies, and more. Finally, we’ll share our list of “red flags” to look out for. The goal is to help you feel more in control of your financial future. The course is designed to be accessible to audiences of all levels, while still providing substantive content for the more experienced investors. There will be plenty of time for questions.