Retirement Planning Webinar Series

Are you thinking about retiring? Our monthly Retirement Planning Webinar is for people wishing to retire in the next 2-5 years. The goal is to educate and provide clarity on decisions that will have to be made prior to or during retirement. The format will be like a radio show. We will provide some information and then open up to discussion. Please share this with friends and family. We hope to have some great discussions!

For more information on these and other events we are planning throughout the year please subscribe to receive events updates here.

Dates and Topics:

JANUARY 2016 | Thursday, 1/28 @ 12pm EST - Get Organized and Envision your Retirement - WATCH THE WEBINAR

FEBRUARY 2016 | Friday, 2/19 @ 12pm EST - The Top 5 Considerations for Choosing the Right Pension - WATCH THE WEBINAR

MARCH 2016 | Friday, 3/25 @12pm EST - Social Security Ins and Outs - WATCH THE WEBINAR

APRIL 2016 | Thursday, 4/21 @ 12pm EST - Transitioning to Retirement - Are You Ready? -- WATCH THE WEBINAR

MAY 2016 | Friday, 5/20 @ 12pm EST - What to do with your Company 401(k)? - WATCH THE WEBINAR

JUNE 2016 | Friday, 6/10 @ 12pm EST - What are Required Minimum Distributions? - WATCH THE RECORDING

JULY 2016 | Thursday, 7/21 @ 12pm EST - How to Create Your Retirement Income Stream - WATCH THE RECORDING

AUGUST 2016 | Thursday, 8/26 @ 12pm EST - Planning for Healthcare in Retirement - WATCH THE RECORDING

SEPTEMBER 2016 | Thursday, 9/22 @ 12pm EST - Aging Successfully in Retirement - WATCH THE RECORDING

OCTOBER 2016 | Friday, 10/21 @ 12pm EST - Tax Planning Opportunities in Retirement - WATCH THE RECORDING

NOVEMBER 2016 | Thursday, 11/10 @ 12pm EST - Estate Planning - Beyond your Basic Estate Documents - WATCH THE RECORDING

DECEMBER 2016 | Tuesday, 12/20 @ 12pm EST - Long Term Care - Protecting Yourself and Your Legacy - WATCH THE RECORDING



Wiser Women Workshop

Vision Boarding - Creating the Life You Want


Robin Young, CFP®, CeFT® and Irene Tomkinson, MSW will present this interactive vision board workshop where you can create your own personal vision board. What you focus on expands in your life!

Date: January 18, 2017 (Wednesday

Time: 6pm to 8pm

Place: Northstar Offices, 112 Range Rd., Windham, NH

  • What do you want more of in your life?
  • If money did not matter, what would your life look like?
  • Where do you want to spend your time, money and energy in 2017?

Come enjoy a fun evening of creating a picture of your ideal life. It’s also a time to connect with other fabulous women in a relaxed, informal evening.

Cost is $20 to cover supplies. All women are welcome.

RSVP by January 10 by emailing us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it or calling (603)458-2776


Recommended Reading

Economics and Investing

* Against the Gods – Peter Bernstein

* The World Is Flat: A Brief History of the Twenty-first Century – Thomas L. Friedman

* The Millionaire Next Door – Thomas Stanley

* The Intelligent Investor – Benjamin Graham