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Smart Ways to Handle Your Money
Boston, MA •Saturday, December 2, 2017 • 9 a.m. - 4 p.m.
Investing and retirement planning is no longer an option but a necessity. We spend years putting money into a retirement plan and into personal savings and real estate, and then suddenly wonder how we can draw on those funds without making a harmful mistake. The presentation will include: how to develop long and short term investing game plans, asset allocation, how to determine a reasonable risk and return, decide on an amount to remove from your portfolio, remove money with the least amount of expense and trouble, avoid high fees, consider better alternatives than annuities and a presentation of a list of stocks and mutual funds which will help you reach your goals.
Most dental professionals recognize the critical need to plan effectively for a financially secure retirement. This program is designed to help the participant achieve financial independence in today's fluctuating economy. Investing in the 21st century will be very profitable for those who use the proper signals to move their assets to the best playing field. Staying out of trouble with proper portfolio asset allocation will provide an advantage over the average investor.
As part of this lecture, Dr. Jackson will discuss “what's hot and what's not” in the investment arena, along with tips on setting up an all-weather portfolio to assure enough capital accumulation for achievement of all goals.
Lecture attendees will receive a free copy of Dr. Jackson's latest book, “No One Loves Your Money like You Do.”
Location/Venue
Tufts University School of Dental Medicine
One Kneeland Street
Boston, MA 02111
One Kneeland Street
Boston, MA 02111
Lodging Information
The hotels listed below are within walking distance of the Tufts University School of Dental Medicine and offer a Tufts rate to program participants. Because rates vary depending on availability, please book your room early.
Courtyard by Marriott
Boston Tremont
275 Tremont Street
Boston, MA 02116
Reservations: 800.321.2211
Phone: 617.426.1400
Fax: 617.482.6730
www.CourtyardBostonTremont.com
The DoubleTree Hotel
821 Washington Street
Boston, MA 02111
Phone: 617.956.7900
Fax: 617.956.7901
www.hiltonfamilyboston.com/downtown
The W Hotel Boston
100 Stuart Street
Boston, MA 02116
Phone: 617.261.8700
Fax: 617.310.6730
www.WHotels.com/boston
Courtyard by Marriott
Boston Tremont
275 Tremont Street
Boston, MA 02116
Reservations: 800.321.2211
Phone: 617.426.1400
Fax: 617.482.6730
www.CourtyardBostonTremont.com
The DoubleTree Hotel
821 Washington Street
Boston, MA 02111
Phone: 617.956.7900
Fax: 617.956.7901
www.hiltonfamilyboston.com/downtown
The W Hotel Boston
100 Stuart Street
Boston, MA 02116
Phone: 617.261.8700
Fax: 617.310.6730
www.WHotels.com/boston
Speaker Information
JAMES B. JACKSON, DDS, CFP Dr. Jackson is a Certified Financial Planner® and a principle at JBJ Investment Partners, LLC, a wealth management firm and registered investment advisor in Mount Pleasant, South Carolina. He is the author of four books on financial planning, and for over 20 years wrote the successful newsletter “The Jackson Letter.”
Credit Information
Tufts University School of Dental Medicine designates this activity for 6 continuing education credits.
Tufts University School of Dental Medicine is an ADA CERP Recognized Provider. Approval Date12/15-11/19. ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit house by boards of dentistry. Concerns or complaints about a CE provider may be directed to the provider or to ADA CERP at ADA.org/goto/cerp.
Tufts University School of Dental Medicine is an ADA CERP Recognized Provider. Approval Date12/15-11/19. ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit house by boards of dentistry. Concerns or complaints about a CE provider may be directed to the provider or to ADA CERP at ADA.org/goto/cerp.
Cancellation Policy
The Division of Continuing Education reserves the right to end registration when enrollment limit is reached and to cancel, modify, or alter content or faculty for any course if circumstances indicate the need for such a change. If the school finds it necessary to cancel a course, a full refund will be granted. All attempts to contact registrants will be made as soon as possible in the event of a course cancellation. The school will not be held responsible for any losses due to travel arrangements made by the registrant.
In the event of inclement weather (such as a snow emergency) or other extenuating circumstances, the Division of Continuing Education may be forced to cancel a course. If a course has been cancelled, we will contact participants by the phone number and/or email address provided. You may call or email our office on the day of the course if you are uncertain of a course’s status.
Refunds
Full tuition refund or credit will be given for cancellations received at least two weeks prior to course date. Refunds or tuition credit will not be issued for participant no-shows.
In the event of inclement weather (such as a snow emergency) or other extenuating circumstances, the Division of Continuing Education may be forced to cancel a course. If a course has been cancelled, we will contact participants by the phone number and/or email address provided. You may call or email our office on the day of the course if you are uncertain of a course’s status.
Refunds
Full tuition refund or credit will be given for cancellations received at least two weeks prior to course date. Refunds or tuition credit will not be issued for participant no-shows.