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Retirement Planning Club for Women [and men]

Retirement Planning Club for Women [and men]. February 17, 2010 Meeting Plans for the future. Retrospective. Inaugural meeting in April 2008 187 members 22 meetings with 432 attendees, including 31 men 17 speakers. Discussion Topics. Retirement Planning and Decision Making*

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Retirement Planning Club for Women [and men]

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  1. Retirement Planning Club for Women [and men] February 17, 2010 Meeting Plans for the future

  2. Retrospective • Inaugural meeting in April 2008 • 187 members • 22 meetings with 432 attendees, including 31 men • 17 speakers

  3. Discussion Topics • Retirement Planning and Decision Making* • Consumer Finance Education/Protection* • Housing • Social Security* • Volunteering • Asset Allocation • Investments: securities, mutual funds, pensions* • Wills and Trusts • Library Resources *topics of greatest interest according to survey

  4. Highlights • Member Presentations: • Carole Plumb’s talk on Mutual Funds • Larry Kirsch’s talk on Asset Allocation • Small group discussion led by Olympia Valentine • Small group and PBS program discussions led by Liz Kirsch • NewTV interviews

  5. Member Survey Please take our online survey athttp://www.surveymonkey.com/s/RPCfinalsurvey

  6. Online Resources • Retirement Planning Club website • Retirement Planning Club blog • Resource links • Bookletters • Past Meetings

  7. Volunteer Opportunity • New FINRA grant-funded program in the works, still dependent on approval • Financial Literacy program based on FDIC MoneySmart curriculum • Volunteer tutors/mentors will be needed • Contact: Susan Bécam, Literacy Coordinator, at 617-796-1364 or legacyforliteracy@minlib.net

  8. RPC of the Future Volunteer Coordinator needed

  9. Thank you !!! A special thanks to our wonderful Retirement Planning Club volunteers: Liz Kirsch and Irene Harrison for all their help with our monthly meetings and Carole Plumb and Olympia Valentine for their presentations.

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