Continuing Education Classes
- Warren Buffett
Senior Financial Resources teaches the foundations of preparing your long-term savings for retirement by offering FREE classes on the topics that matter most to you.
We offer our classes in our spacious, modern and comfortable classroom at 402 Amherst Street, Suite 403 in Nashua, NH. By covering such topics as Long Term Care Planning, Estate Preservation, Pension Maximization and Social Security Election strategies, we provide retirees and pre-retirees with the knowledge to help them make informed retirement savings decisions and understand the economic world.
Our classes are more than just your typical financial education program, and most importantly, they're not a sales pitch.
We teach in plain English, while still giving attendees a thorough explanation of the retirement fundamentals that everyone should understand.
Additionally, we always include a question and answer portion in our classes - where you can ask us questions about what is most pressing to your retirement.
Come out of the cold and REACH YOUR RETIREMENT GOALS!
Our 2017 Winter classes are here!
Estate Preservation and Planning 101
Monday, January 23 at 5:30 p.m. *Due to snow, class moved to Tuesday, 1/24/17 at 5:30 p.m.*
Worrying about how to provide for your loved ones while keeping your property from creditors and minimizing death taxes can keep you awake at night. That is why estate PRESERVATION planning is so critical. In this class, your instructor, an experienced estate planning attorney, will explain how the proper use of trusts, wills and other legal arrangements can keep your money out of the hands of the nursing home and other creditors, while allowing distribution of your hard-earned wealth to your loved ones according to your rules, not the State’s.
Instructor: Donald H. Sienkiewicz, Esquire
Estate Preservation & Planning Law Office
Applying Real Estate to Your Retirement Plan
Tuesday, February 28 at 5:30 p.m. (Snow Date: 3/1/17)
Have you recently retired, and are now thinking of a housing change, possibly into a 55+ community or single level living? This course will cover the benefits of 55+ community living as well as common trends of retirees who make the move into a newer one level home, while protecting their assets. Over the past 5-7 years, the real estate market has dramatically changed and your instructor will cover local facts & figures to help educate you on the current market conditions. You will also review other ways that retirees can protect themselves while moving, with tools like home warranties, pre-listing home inspections, and movers who specialize in consulting with seniors.
Instructor: Kevin J. Shultz, REALTOR
Social Security Election & Pension Maximization Strategies
Wednesday, March 15 at 5:30 p.m. (Snow Date: 3/16/17)
Do you know when the best time will be for YOU to elect your benefits? As pre-retirees are considering their income stream – and how it will last for the rest of their lives – correct pension and social security elections are critical. Your instructor will demystify pensions and how maximizing them can result in hundreds of thousands of additional dollars for you and your family. Also, we will review the newest data on Social Security rules that recently changed and will have a significant impact on your future benefits.
Instructor: Leon Simoneau, Federal Benefits Specialist
Senior Partner, Senior Financial Resources
New Class! The 3 New Rules of Retirement
Monday, March 27 at 5:30 p.m. (Snow Date: 3/28/17)
Long gone are the days of company sponsored pensions or matching 401K plans, thus leaving your retirement future in your hands. Only having tax deferred plans will create a major tax problem for you later in retirement years. What can you do? There are alternative solutions. In this class, we will review “The 3 New Rules of Retirement” which create a tax-free income stream to help you reach your goals. This self-completing retirement plan is best suited for those between the ages of 45 and 65.
Instructor: Sherry Simoneau, CLTC
Life & LTC Specialist, Senior Financial Resources
Guaranteed Lifetime Income Strategies
Wednesday, April 5 at 5:30 p.m. (Snow Date: 4/6/17)
Given a choice between the possibility of being rich, or the certainty of never being poor, which would you choose? This class examines the state-of-the-art tools and strategies first introduced two years ago in Tony Robbins’ best-selling tome, Money: Master the Game. Imagine checks that don’t stop, even after your accounts are depleted, even if one of you lives to 105! Guaranteed Lifetime Income is the new ‘hot button’ of baby boomers who are now housing or caring for their parents—and who don’t ever want to run out of money themselves. Prepare to be shocked that we are now able to have certainties out-earn and out-last the possibilities and probabilities offered by risk-based assets.
Instructor: Thomas K. Brueckner, CLTC
President & CEO, Senior Financial Resources
If you are interested in any of these presentations or would like to privately host one of our informational classes at your business, school, or office, please email our Marketing Manager Liana Measmer or call (603) 595-4990 for more information.