cutter financial group

Educational Classes Designed for You

The team at Cutter Financial Group has regular classes for current and future retirees to socialize while learning how they can work toward a brighter financial future.

Discover what you can learn at one of our upcoming classes!

Retirement Planning Today

An Educational Course for Adults – Age 50 to 70

Hyannis Center, Conference Room 540 Main Street, Hyannis, MA 02601

Class Dates

Wednesdays
March 15 & 22
6:00 p.m. to 9:00 p.m.

Tuesdays
March 21 & 28
6:00 p.m. to 9:00 p.m.

Learn How To:

  • Determine the amount of money you need to retire
  • Create your own goals for a “successful retirement”
  • Eliminate debt and improve cash flow
  • Properly convert your IRA to a Roth IRA
  • Select the retirement plan distribution choice that is right for you
  • Plan your retirement income to preserve a comfortable standard of living
  • Transfer the risk of potential financial losses before or during retirement
  • Reduce or eliminate taxes, expenses, delays, and legal challenges with estate planning.

Rejuvenate Your Retirement

An Educational Course for Retirees – Age 65+

Hyannis Center, Conference Room 540 Main Street, Hyannis, MA 02601

Class Dates

Thursdays
March 2 & 9
1:00 p.m. to 3:00 p.m.

Tuesdays
March 7 & 14
10:00 a.m. to 12:00 p.m.

Course Topics Include:

  • Calculating whether you should convert your
  • IRA to a Roth IRA
  • Maximizing tax efficiency under recent legislative policy changes
  • Evaluating and planning for health care, long-term care, incapacity, and end of life decisions
  • Identifying the primary threats to your retirement savings
  • Planning your retirement income to preserve
  • a comfortable lifestyle
  • Reviewing your estate plan and ways to reduce or eliminate taxes on your assets