Transcript Retirement Planning Club for Women [and men]

Retirement Planning Club for
Women [and men]
February 17, 2010 Meeting
Plans for the future
Retrospective
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Inaugural meeting in April 2008
187 members
22 meetings with 432 attendees, including
31 men
17 speakers
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
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Highlights
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Member Presentations:
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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
Member Survey
Please take our online survey at
http://www.surveymonkey.com/s/RPCfinalsurvey
Online Resources
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Retirement Planning Club website
Retirement Planning Club blog
Resource links
Bookletters
Past Meetings
Volunteer Opportunity
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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
[email protected]
RPC of the Future
Volunteer Coordinator needed
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.