Free Retirement & Investment Planning Workshops

A series of free workshops is being offered by Gregory Caulfield - Social Security and Medicare Planning, Retirement Planning and Investment Planning.

Mr. Caulfield entered the financial industry in 1989 after serving in the United States Air Force. He has been with Morgan Stanley (formerly Smith Barney) in Gilford, NH since 1991. Mr. Caulfield consults with clients to develop financial plans and strategies that guide them from working years through retirement and legacy planning.

“I am committed to expanding my knowledge and mastery of the ever-changing financial industry and Firm resources to better serve all clients.” In 2016, he obtained the “Chartered Retirement Planning Counselor” designation, and in 2018 earned the internal designation of Portfolio Manager.

Social Security and Medicare Planning was held on Saturday, November 3rd.

Retirement Planning and Investment Planning  are being held on Saturday, November 17th from 8:30 to 11:30 a.m. at Lakes Region Community College's Center for Arts and Technology building, room 215. To register, please visit Eventbrite.

 Retirement Planning

  • Why develop a retirement plan?
  • What should you include in retirement plan?
  • Retirement stages
  • Retirement Plans

Retirement Strategies

  • Retirement income replacement strategies
    • Systematic withdrawals from investments
    • Segmenting Investment Assets
  • Taxes and your retirement plan distributions
  • Should you take income from taxable account, tax deferred account or tax-free account?

Investment Planning

Investing Strategies

  • Types of Investments
    • Cash
    • Fixed Income (Bonds)
    • Equities (Stocks)
    • Mutual Funds
    • Exchange Traded Funds (ETF’s)
    • Annuities
    • Advisory/Managed Account
  • Risk Types
  • Risk Tolerance
  • Asset Allocation
  • Monitoring Investments
  • Investment Mistakes
  • Choosing a Financial Advisor

Campus Notices

Attend our next open house on December 1, 2018.

Click here for more information and to register!

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