Events Calendar / April 10, 2018

Advanced Retirement Strategies (A Brown Bag Learning Series Workshop) - Part II thumbnail Photo

Advanced Retirement Strategies (A Brown Bag Learning Series Workshop) - Part II

Presented by Steve Pessotti, Society for Financial Awareness (SOFA)

Join us as we continue discussing advanced retirement strategies as part of our recent Brown Bag Learning Series.  The workshop will cover:

  • Nursing home/Medicaid rules- Learn about 5 year look back and asset limitations for single and married tax payers.
  • Fixed and Fixed Indexed Annuities- Learn how they provide principle guarantees and tax deferred growth.
  • Lifetime Income Annuities- Create an income like social security that you can’t outlive.
  • Lump Sum vs. Pension Income Payouts- Learn about the benefits and disadvantages.
  • Social Security- Learn about major rule changes effective in 2016.

*Disclaimer: This is an educational workshop. We are not attorneys and we are not providing legal advice.

Artist Reception: Margie Sisitsky

Margie is a retired Framingham Art teacher and has taught at the Worcester Center for Crafts, Danforth Museum School and Days in the Arts at Tanglewood and numerous other summer programs.

Advanced Retirement Strategies (A Brown Bag Learning Series Workshop) - Part II thumbnail Photo

Advanced Retirement Strategies (A Brown Bag Learning Series Workshop) - Part II

Presented by Steve Pessotti, Society for Financial Awareness (SOFA)

Join us as we continue discussing advanced retirement strategies as part of our recent Brown Bag Learning Series.  The workshop will cover:

  • Nursing home/Medicaid rules- Learn about 5 year look back and asset limitations for single and married tax payers.
  • Fixed and Fixed Indexed Annuities- Learn how they provide principle guarantees and tax deferred growth.
  • Lifetime Income Annuities- Create an income like social security that you can’t outlive.
  • Lump Sum vs. Pension Income Payouts- Learn about the benefits and disadvantages.
  • Social Security- Learn about major rule changes effective in 2016.

*Disclaimer: This is an educational workshop. We are not attorneys and we are not providing legal advice.

Poetry Workshop thumbnail Photo

Poetry Workshop

Led by Alan Feldman, Professor Emeritus at Framingham State University

This drop-in class welcomes serious poets of all ages and levels of experience who would like to participate for one or more sessions. We begin with a discussion of a topic in poetry leading to a brief in-class assignment. Poets who wish to have their work discussed should bring copies.

Alan’s collection, Immortality, was awarded the Massachusetts Book Award for Poetry in 2016.