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UMassFive's September Workshops

August 30, 2022 - News

Retire Confidently Forum 2.0

Join two of your UMassFive CFS* Financial Advisors: Cooper Cerulo and Aimee Marden, with special guest speaker Kevin Flynn, VP, Lincoln Financial Group, for an engaging forum on the topic of retiring with confidence.

Moderated by Brad Decker, MBA, our experienced panel will share their insight and knowledge regarding your financial circumstances following several years of financial uncertainty for many. Understanding the current economic environment and applying appropriate fundamental financial strategies may help you feel more confident about your future.

Bring your questions for our Panel, and use this opportunity to review your plans to ensure that you are on track to Retire Confidently.

September 28, 2022 - 6:00 pm to 7:00 pm

View all Workshops Here