PlanWell™ Series: Module 1 - SaveWell

Module 1 - SaveWell: Gaining Awareness and Setting Goals

This first workshop in the PlanWell™ series focuses on the first step of planning for a successful retirement: Helping you understand your retirement goals and the factors that will impact those goals. We explore external factors and those that you can control — like taking a more informed approach to saving. You’ll move into the PlanWell™ Series with a better feel for how saving today will impact your options tomorrow.  

 Understand the impact of planning and knowing retirement goals
 Monitor and decipher the difference between necessary and discretionary expenses
 Use various tax-sensitive account types to maximize the likelihood of reaching retirement goals

*checkout the other workshops in the series, all free for NEHRA Members! (must be a NEHRA member to attend)
Module 1 - SaveWell 8/14, 12:00PM
Module 2 - InvestWell, 8/28, 12:00PM
Module 3 - LiveWell, 9/4, 12:00PM
Module 4 - ProtectWell, 9/25, 12:00PM

Rebecca Saccone

Financial Planner

Baystate Financial

Rebecca received her Bachelor’s of Science in Business Management from Mount St. Mary’s University in Emmitsburg, Maryland where she played Division I Women’s Golf.  She holds her Series 6,7, Series 63, Series 65 as well as Life and Health Insurance licenses. 

Rebecca lives in Canton, MA with her husband and her dog, Riley a bernedoodle. She is happiest spending time with family and friends.  During her free time, she enjoys playing golf, cooking, and reading a good book by the water.

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PlanWell™ Series: Module 1 - SaveWell
08/14/2024 at 12:00 PM (EDT)  |  60 minutes
08/14/2024 at 12:00 PM (EDT)  |  60 minutes Module 1 - SaveWell: Gaining awareness and setting goals This first workshop in the PlanWell™ series focuses on the first step of planning for a successful retirement: Helping you understand your retirement goals and the factors that will impact those goals. We explore external factors and those that you can control — like taking a more informed approach to saving. You’ll move into the PlanWell™ Series with a better feel for how saving today will impact your options tomorrow.  Understand the impact of planning and knowing retirement goals  Monitor and decipher the difference between necessary and discretionary expenses  Use various tax-sensitive account types to maximize the likelihood of reaching retirement goals *checkout the other workshops in the series, all free for NEHRA Members! (must be a NEHRA member to attend) Module 1 - SaveWell 8/14, 12:00PM Module 2 - InvestWell, 8/28, 12:00PM Module 3 - LiveWell, 9/4, 12:00PM Module 4 - ProtectWell, 9/25, 12:00PM
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Survey - PlanWell™ Series: Module 1 - SaveWell
6 Questions
6 Questions A quick survey to evaluate the effectiveness of this NEHRA session (3-4 minutes max)
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