Events
The Moody Street Group, LLC is dedicated to supporting it's clients, potential clients, and associated agents with educational events covering current issues of importance to them and their financial world. All are welcome to attend our in-house workshops and seminars.
Our Special Needs Resource Network frequently sponsors workshops for parents of special needs children to help them understand the financial issues associated with caring for a special needs child now and long into the future. These workshops are held at sponsoring organizations in and around the Greater Boston area.
The Moody Street Group, LLC Healthcare Resource Network provides educational workshops and advice on financial strategies for the particular needs and concerns of those working in the Healthcare Industry.
Our regular series of in-house workshops offering CE and CPE credit supports those working in the financial industry and offer an educational setting for meeting and learning with other financial professionals.
If you would like to sponsor an educational workshop at your organization or would like to learn more please contact John W. Breedlove, III at eMail: jbreedlove@moodystreet.com.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
August 24, 2022
12:00p - 2:00p
The Offices of The Moody Street Group, LLC
Optimizing Retirement Income Workshop
• Utilizing the two economic powers affecting retirement income. • Navigating the dangers of the sequence of withdrawal risk. • Strategizing how to potentially optimize income in retirement.
August 17, 2022
6:00p - 7:00p
Zoom
It’s not retirement planning, it’s retirement living!
What would it be like to plan your retirement with focus on your financial, emotional, spiritual and purpose driven needs and goals in mind? Are you planning to retire and don’t even know what you need to know? Join Jackie Baldwin a financial advisor and Naomi Rafalowicz a professional life transition coach for this valuable and practical discussion about your next chapter.
June 22, 2022
6:00p - 7:00p
Federal Transfer Taxes Presentation - ZOOM
“Federal Transfer Taxes” with Kelly Hall
The Moody Street Group is pleased to have Kelly Hall CPA, CLU, ChFC, RICP, Director of Advanced Strategies with OneAmerica speaking on Wednesday June 22nd from 6:00 to 7:00 PM VIA ZOOM about “Federal Transfer Taxes”...