PlanWell™ Series: Module 3 - LiveWell

Module 3 - LiveWell: Preparing for uncertainties through your future

Session 3 continues the PlanWell™ Series with a look at how to utilize your assets to prepare for the uncertainties of life after work. With the right strategies, you can help to ensure that regardless of outside conditions, you keep improving the chances of your successful future.

 Identify guaranteed income sources that can be counted on during retirement
 Review the current state of your nest egg and how it is invested
 Learn to take on an appropriate level of risk
 Be more strategic with investments
 Understand the differences between reliable and unreliable sources of income in retirement

*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 3 - LiveWell
09/04/2024 at 12:15 PM (EDT)  |  60 minutes
09/04/2024 at 12:15 PM (EDT)  |  60 minutes Module 3 - Module 3 - LiveWell: Preparing for uncertainties through your future Session 3 continues the PlanWell™ Series with a look at how to utilize your assets to prepare for the uncertainties of life after work. With the right strategies, you can help to ensure that regardless of outside conditions, you keep improving the chances of your successful future.  Identify guaranteed income sources that can be counted on during retirement  Review the current state of your nest egg and how it is invested  Learn to take on an appropriate level of risk  Be more strategic with investments  Understand the differences between reliable and unreliable sources of income in retirement *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 3 - LiveWell
6 Questions
6 Questions A quick survey to evaluate the effectiveness of this NEHRA session (3-4 minutes max)
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