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UMassFive's September Workshops

September 1, 2023 - News

Retire Confidently 3.0

Join your UMassFive CFS* Financial Advisors: Aimee Marden, Dana Graham, and Sam Einzig with special guest speaker Matt Gill, Regional VP, Jackson National, 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, 2023 - 6:00 pm to 7:00 pm