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How Can I Afford Retirement?
The series will be held at the Howard University School of Law and the Martin Luther King, Jr. Memorial Library
May 14 - June 16, 2009



Thursday, May 14th, 6 - 8:30 PM
Session One -- Howard University School of Law
Taking the Mystery Out of Retirement Planning, Part One
  • Setting retirement goals
  • Projecting retirement income and expenses
  • Allocating assets for retirement investments
  • Developing a personal financial/investment plan
  • Next steps


    • Thursday, May 28th, 6 - 8:30 PM
    Session Two -- Howard University School of Law
    Closing the Gap: Investment and Expense Strategies - Even for Late Starters!
  • Determining the gap between desired and projected income
  • Building investment strategies to address financial gaps
  • Creating retirement income from investment assets
  • Learning catch-up provisions


    • Thursday, June 4th, 6 - 8:30 PM
    Session Three -- Howard University School of Law
    Investing Wisely to Avoid the Financial Risk of Longer Life Expectancy
  • Assessing the risk of outliving your assets
  • Determining the best diversification, asset allocation and types of investments
  • Understanding the impact of withdrawal rates on your investments


    • Thursday, June 11th, 6 - 8:30 PM
    Session Four -- Howard University School of Law
    Protecting Your Investments - The Best Defense is a Wise and Safe Investor
  • Learning the common investment and retirement planning mistakes
  • Understanding common methods of financial fraud and abuse
  • Discovering basic insurance investment strategies for retirement


    • Tuesday, June 16th, 6:00 – 8:00 PM
    Session Five -- Martin Luther King, Jr. Memorial Library
    Using Your DC Public Library and the Internet for Investor Education
  • Estimating your Social Security benefits
  • Reviewing the Department of Labor’s online planning tool
  • Checking the credentials of financial advisors
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    Free and open to the public, pre-registration is requested.


    To register for any of these free events
    Email:
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    You may also register by calling 202-290-2184 or emailing your information to affordretirement@investorprotection.org

     

    Any information requested will be used only by the DC DISB and the Investor Protection Trust to keep registered participants informed of non-commercial investor education and protection activities in your community. It will not be provided to other parties.



    Co-sponsors:

     

     

    These events are funded by a grant from the Investor Protection Trust (IPT). The IPT is a nonprofit organization devoted to investor education. Since 1993 the IPT has worked with the States to provide the independent, objective investor education needed by all Americans to make informed investment decisions. www.investorprotection.org