NEWBURYPORT – The Retirement Checklist is a session that will be held in person at the Newburyport Public Library on Tuesday, March 29th at 7 pm. John Foley of New England Investment & Retirement Group will be discussing six areas of financial planning in this free information session: Investing, Retirement & income planning, Insurance, Taxation, College education planning, and Estate planning.
John will identify key risks and answer your specific financial planning questions. Feel free to reach out to the library regarding which specific financial planning topics that you would like to learn more about, prior to the event. As a Certified Financial Planner™, John creates, implements, and monitors customized financial plans encompassing investment management, retirement planning, estate planning, risk mitigation, income taxation, and college education planning. He has over six years of experience in the financial services industry. Registration is not required for this in person program.