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POMONA, N.J., July 21 -- Richard Stockton College of New Jersey issued the following news release:
The Stockton Center on Successful Aging (SCOSA) is sponsoring a free Food for Thought Financial Management workshop for older adults on retirement planning Wednesday, July 30, 2014.
"Retirement Planning: Plan Now or Else" will be presented by Charles C. Weeks, Jr., JD, CFP(TM) at Woodview Estates Assisted Living, located at 5030 Unami Boulevard in Mays Landing. Registration and lunch begin at 12 p.m. with the lecture following.
Weeks is a Certified Financial PlannerTM practitioner and the founder and president of Barrister Wealth Management, LLC, a New Jersey registered investment adviser, which provides financial planning, investment and insurance services. He founded Barrister Higher Learning, LLC, which provides CFP(TM) exam review courses, along with financial literacy presentations for audiences ranging from high school students to senior citizens. He spearheaded the effort to create the undergraduate Financial Planning concentration and the Continuing Studies certificate in Financial Planning at The Richard Stockton College of New Jersey, where he serves as an assistant professor of Finance and an instructor for the certificate program.
The workshop will discuss the various factors in retirement planning including portfolio withdrawal rates, investment returns, portfolio construction and inflation to name a few. Modeling a retirement plan around average returns can be dangerous, so Weeks will provide strategies to increase the likelihood of not outliving one's money.
Advanced registration is required by online registration (www.stockton.edu/scosa) or phone message by calling 609-626-3591 (please leave your contact information). Visit the SCOSA website at www.stockton.edu/scosa for more information, updates and cancellation procedures.
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