Poor Richard's Financial Literacy 174 South Road | STE 123 | Enfield, Connecticut | 06082 | United States info@prfl.org

Past Workshop Offerings

The volunteer educators at Poor Richard's Financial Literacy have delivered many workshops to many, many attendees! Here are some of the topics we've covered in the past.

Please note: You can request that we deliver an updated workshop on these topics to your group or organization, and we'll be delighted to do so.

As we've mentioned elsewhere, these educational workshops are presented by a select group of experienced financial professionals, dedicated to educating the public. We do no selling at these events, and they're strictly for educational purposes.

Poor Richard's Financial Literacy Workshop Topics From the Past Include:

  •    o Advanced Tax Strategies
  •    o Long-Term Care
  •    o Tax-Free Retirement Income
  •    o Maximizing Social Security IncomeMaximizing Social Security Income
  •    o Social Security and Medicare
  •    o Financial Exploitation of the Elderly
  •    o IRMAA and How it Affects Your Retirement Income
  •    o College Planning
  •    o Pension Maximization
  •    o Uses of Life Insurance
  •    More... (Click here to inquire as to what else we offer!)

 

Poor Richard's Financial Literacy Workshop Topics Include:


Click here to see upcoming workshops.

Click here to see past workshops. (Please Note: You can request that we deliver topics from the past to your organization or group, and we'll be delighted to do so.)