Seminars
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 strategies 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, March 23, 2022, 7:00 PM Brookline Adult & Community Education
Tuesday, May 3, 2022, 7:00 PM Newton Community Education
Making The Most of Social Security
Monday, April 11, 2022, 7:00 PM Newton Community Education
How Health Can Affect Your Wealth in Retirement
Wednesday, March 16, 2022, 7:00 PM Brookline Adult & Community Education
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
May 3, 2022
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 pursuing sufficient income to enjoy a comfortable, secure retirement.
April 11, 2022
7:00p - 8:30p
Newton 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.
March 23, 2022
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 pursuing sufficient income to enjoy a comfortable, secure retirement.
March 16, 2022
7:00p - 8:30p
Brookline Adult & Community Education
How Health Can Affect Your Wealth in Retirement
Are you considering the impact of long-term care costs on your spouse and family? There are ways to protect your savings and home should long-term care be required. In this workshop, we will review types of care, cost, and who pays for various options, the role of Medicare and Medicaid, types of insurance available to help pay for care, and what to look for when evaluating policies. We will compare traditional long-term care policies with newer hybrids that can guarantee a payment for care and/or provide a life insurance benefit. This course is for you if you are approaching or in retirement, as well as for family members concerned about aging parents. You will gain an understanding of available options and leave with the tools to plan for the future.
October 6, 2021
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 pursuing sufficient income to enjoy a comfortable, secure retirement.
February 3, 2021
6:00p - 7:30p
Newton Community Education & Brookline Adult and Community Education
I Was Sold an Annuity... Now What?
We're living longer and many people are concerned about outliving their retirement assets. Annuities have become an extraordinarily popular investment for retirement income planning. At heart, annuities are simple mathematical concepts: lump sums of money paid out in equal installments over time until the original funds are exhausted. In practice, the concept is more complex so it's important to be knowledgeable before purchasing an annuity. We'll guide you through annuity basics, contract structure, and analysis.
November 19, 2020
6:00p - 7:30p
Newton 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.
November 4, 2020
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 pursuing sufficient income to enjoy a comfortable, secure retirement.
October 21, 2020
6:00p - 7:30p
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 pursuing sufficient income to enjoy a comfortable, secure retirement.
May 7, 2020
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 pursuing sufficient income to enjoy a comfortable, secure retirement.
May 6, 2020
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 pursuing sufficient income to enjoy a comfortable, secure retirement.
March 4, 2020
7:00p - 8:30p
Newton Community Education
I Was Sold an Annuity... Now What?
We're living longer and many people are concerned about outliving their retirement assets. Annuities have become an extraordinarily popular investment for retirement income planning. At heart, annuities are simple mathematical concepts: lump sums of money paid out in equal installments over time until the original funds are exhausted. In practice, the concept is more complex so it's important to be knowledgeable before purchasing an annuity. We'll guide you through annuity basics, contract structure, and analysis.
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.
January 28, 2020
7:00p - 8:30p
Newton 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.
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.