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Personal Finance
in Personal Enrichment
Your Retirement Roadmap: Building Wealth and Saving for the Future
with Lisa Brislin
This presentation is intended for pre-retirees and focuses on planning for, saving for and spending in retirement. Reaching your retirement goals starts with developing a roadmap to help you put the plans and strategies in place to continue to build wealth and save for the future. During this session we’ll discuss important retirement planning factors, highlight smart investing tips and strategies, and examine some retirement income sources and how to make that money last.
Instructor: Lisa Brislin, CFP®, AAMS™, Private Wealth Advisor
Bio: Lisa is a Private Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ at Hughes Wealth Advisors in Scarborough, Maine, with over 24 years of experience as a financial advisor.She is dedicated to assisting individuals in managing their finances and guiding them toward a successful retirement. Her approach is personalized, taking into account each client’s unique financial situation, goals and risk tolerance. Her dedication and passion for helping others make her an invaluable asset to Hughes Wealth Advisors and the clients she serves. *This is an informational event. There is no cost or obligation. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP certification mark (with plaque design) in the U.S. (*this is a special disclaimer requested by the presenter..)
Location: Scarborough High School
Dates & Times: (the same information is offered on each date)
Session 1 - Tuesday, January 28th, 2025 at 6 PM - 7 PM
Session 2 - Tuesday, April 15th, 2025 at 6 PM - 7 PM
Cost: FREE
How to Buy Your First Investment Property (ZOOM)
with Casey Hamlin
Ready to step into real estate investing but unsure where to start? This course is designed to guide first-time investors through the process of purchasing a profitable rental property. We’ll cover everything from setting financial goals and securing financing to analyzing property values, estimating potential returns, and managing risk. Whether you're aiming to build passive income, diversify your investments, or just understand real estate better, this class provides practical strategies and insights to help you confidently buy your first investment property.
Instructor: Casey Hamlin, Loan Officer with Integrity Mortgage
Location: Online via ZOOM
Dates & Times: Wednesday, February 5th, 2025 at 6 PM - 7 PM
Cost: $15