Retirement Planning Club Retirement Planning Club for Women [and men]for Women [and men]

February 17, 2010 MeetingFebruary 17, 2010 Meeting

Plans for the futurePlans for the future

RetrospectiveRetrospective

Inaugural meeting in April 2008Inaugural meeting in April 2008 187 members187 members 22 meetings with 432 attendees, 22 meetings with 432 attendees,

including 31 menincluding 31 men 17 speakers17 speakers

Discussion TopicsDiscussion Topics

Retirement Planning and Decision Making*Retirement Planning and Decision Making* Consumer Finance Education/Protection*Consumer Finance Education/Protection* HousingHousing Social Security*Social Security* VolunteeringVolunteering Asset AllocationAsset Allocation Investments: securities, mutual funds, pensions*Investments: securities, mutual funds, pensions* Wills and TrustsWills and Trusts Library ResourcesLibrary Resources*topics of greatest interest according to survey*topics of greatest interest according to survey

HighlightsHighlights

Member Presentations:Member Presentations: Carole Plumb’s talk on Mutual FundsCarole Plumb’s talk on Mutual Funds Larry Kirsch’s talk on Asset AllocationLarry Kirsch’s talk on Asset Allocation Small group discussion led by Olympia Small group discussion led by Olympia

ValentineValentine Small group and PBS program Small group and PBS program

discussions led by Liz Kirschdiscussions led by Liz Kirsch NewTV interviewsNewTV interviews

Member SurveyMember Survey

Please take our online survey atPlease take our online survey at http://www.surveymonkey.com/s/RPCfinalsuhttp://www.surveymonkey.com/s/RPCfinalsu

rveyrvey

Online ResourcesOnline Resources

Retirement Planning Club websiteRetirement Planning Club website Retirement Planning Club blogRetirement Planning Club blog Resource linksResource links BooklettersBookletters Past MeetingsPast Meetings

Volunteer OpportunityVolunteer Opportunity

New FINRA grant-funded program in New FINRA grant-funded program in the works, still dependent on approvalthe works, still dependent on approval

Financial Literacy program based on Financial Literacy program based on FDIC MoneySmart curriculumFDIC MoneySmart curriculum

Volunteer tutors/mentors will be Volunteer tutors/mentors will be neededneeded

Contact: Susan Bécam, Literacy Contact: Susan Bécam, Literacy Coordinator, at 617-796-1364 or Coordinator, at 617-796-1364 or legacyforliteracy@minlib.net legacyforliteracy@minlib.net

RPC of the FutureRPC of the Future

Volunteer Coordinator neededVolunteer Coordinator needed

Thank you !!!Thank you !!!

A special thanks to our A special thanks to our wonderful Retirement Planning wonderful Retirement Planning Club volunteers: Liz Kirsch and Club volunteers: Liz Kirsch and Irene Harrison for all their help Irene Harrison for all their help with our monthly meetings and with our monthly meetings and Carole Plumb and Olympia Carole Plumb and Olympia Valentine for their Valentine for their presentations.presentations.