Saving for Retirement *In-Person*

This class is for adults of all ages who want to learn how to achieve a financially secure retirement. You will learn about different retirement plan structures (401ks and IRAs, Roth versus Traditional), Social Security, annuities, how much you need to save, different saving strategies, how and where to invest your savings, understanding investment risks, and the importance of minimizing fees. Instructor: Jimmy Becker

Sections

Instructor

Jimmy Becker is the founder of FinanciallySpeaking. where he provides one-on-one financial planning services as well as creating and presenting customized workshops on many dimensions of financial decision-making to employee groups, adult education learners, and graduate students.

Are you confused and overwhelmed by complex and overpriced offerings from traditional financial advisors? You’re not alone. Expensive investment advice may be what is offered, but what you really need are answers to basic financial planning questions that are unbiased, understandable, and actionable.

Jimmy began his career on Wall Street as an options trader and understands the financial services industry from the inside out. He earned an Economics degree from Brown University and an MBA from the Yale School of Management.

You can learn more about him at financiallyspeaking.org.