Events

Goodman Advisory Group, LLC realizes the importance of helping those in our community by educating individuals on the topic we know best - finances. The classes we offer provide attendees with valuable information about comprehensive financial planning in the areas of tax planning, risk management, investment planning, college funding, retirement needs, elder care issues, estate planning and many other topics. The firm hopes to provide you with financial guidance that will help you move toward your life goals.

Please read below for a list of our upcoming seminars and events.

We are also available to host a seminar at your place of business. If your employees are interested in learning more about what they can do with their finances, feel free to email us at info@goodmanadv.com or call us at 781-559-0320 to find out how we can help. 

Making Your Nest Egg Last

Wednesday, October 16, 2019, 7 PM    Newton Community Education

Tuesday, October 22, 2019, 7 PM            Brookline Adult & Community Education 

Surviving Market Swings - Investment Strategies for Uncertain Markets

Thursday, November 7, 2019, 6:30 PM     Brookline Adult & Community Education  

Making the Most of Social Security

Friday, March 3, 2020, 6:30 PM     Brookline Adult & Community Education  

October 16, 2019

7:00p - 8:30p

Newton Community Education

Making Your Nest Egg Last

Today's notion of retirement is very different from that of previous generations. Individuals are working and living longer, and are faced with the challenges of both caring for elderly parents and providing for the needs of adult children. In this course, you'll learn to assess your retirement needs, position your assets to meet those needs, and take advantage of tax savings while maximizing government retirement benefits. You'll leave with detailed strategies for ending up with sufficient income to enjoy a comfortable, secure retirement.

October 22, 2019

7:00p - 8:30p

Brookline Adult & Community Education

Making Your Nest Egg Last

Today's notion of retirement is very different from that of previous generations. Individuals are working and living longer, and are faced with the challenges of both caring for elderly parents and providing for the needs of adult children. In this course, you'll learn to assess your retirement needs, position your assets to meet those needs, and take advantage of tax savings while maximizing government retirement benefits. You'll leave with detailed strategies for ending up with sufficient income to enjoy a comfortable, secure retirement.

November 7, 2019

6:30p - 8:30p

Brookline Adult & Community Education

Surviving Market Swings

Surviving Market Swings- Investment Strategies for Uncertain Markets Market cycles are a normal aspect of investing. Investors are searching for guidance and strategies that will help them deal with frequent shifts in their portfolios and avoid making mistakes. This seminar focuses on helping investors strengthen and diversify their portfolios, keep expectations in check, and utilize fundamental investment tactics to enhance their potential for success. The seminar covers recent events on Wall Street, challenges facing the economy, and the unpredictability of financial markets.

March 3, 2020

6:30p - 8:00p

Brookline Adult & Community Education

Making the Most of Social Security

Social Security is a significant piece of the retirement puzzle. Learn how to get the most from your benefits and coordinate this income with your overall retirement strategy. We will talk about the current state of Social Security, what to consider when planning your benefit start date, spousal benefits, options for divorcees, buy-back strategies, tax reduction strategies, and coordination with state and federal retirement plans, such as Windfall Elimination Provisions and Government Pensions Offsets. We will also review special planning considerations for self-employed individuals. Join us to navigate this sometimes confusing benefit.

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