Retirement Income Planning (Zoom)
Registration requested for this free program. Register at:
Each attendee has a unique vision for their retirement; so, proactive planning is the first step toward bringing that vision to life. This webinar will help attendees determine how much they will need for the retirement they envision and how to develop a retirement strategy that maximizes their likelihood of success.
Note: This webinar is geared towards pre-retirees and retirees.
Bradley Baskir is a financial advisor at Morgan Stanley in Boston. He works with clients to help build a sustainable financial plan to achieve their financial and life goals and manage their assets for them. He studied finance and marketing at the Olin Business School at Washington University in St. Louis. Professionally, Bradley worked as a management consultant at PwC in Boston before making the transition to the financial services industry. Bradley is licensed in NJ, NY, MA, CT, FL, and TX. In his spare time, he coaches a middle school boys basketball team and volunteers in various capacities in the Greater Boston community. He lives in Brookline with his wife and baby daughter. Bradley has already delivered free webinars focused on Financial Wellness and Literacy to companies, synagogues, schools, alumni networks, and public libraries, and enjoys giving back to his communities in this way. For more information on his professional background, check out his website here.