Personal Insurance-CANCELLED

This topic deals with employees’ personal insurance needs. Auto, home, tenants, condos, fire-policies, liability, boat and seasonal home policies. We will inform people on what coverages are available and why you choose them. How premiums are established and methods of payment. What discounts can apply. What to be aware of so that your insurance is appropriate for your current family needs. Employees are encouraged to bring their current insurance pages with them to follow along with and ask about changes. We can also quote them with the Suffolk discounts and show them how to identify other discounts that may apply.

Facilitator: Thomas Twoomey
Date: Thursday, February 7th, 1-2pm
Location: King’s Chapel Conference Room, 12th Floor, Stahl Building

The ABCs of Estate Planning

Estate Planning can seem daunting – especially in today’s busy world! However, there are certain important basics which shouldn’t be overlooked – or even postponed. Join Attorney Frank B. Yunes for a “plain-English” discussion of the legal documents which need to be in place to protect you and your family, including: • Health Care Proxy
• Living Will
• Guardianship Proxy
• Durable Power of Attorney
• Living Trusts
• Declaration of Homestead
• Last Will and Testament   Facilitator: Frank B. Yunes
Date: Wednesday, February 27th, Noon– 1pm
Location: King’s Chapel Conference Rm, 12th Floor, Stahl Building

Real Estate Series: Suffolk University Real Estate Advantage Program Home Selling Seminar

For most people, our homes are the largest investments we make in our lifetimes. In order to receive the highest return on your largest investment, you need to know how to find the one buyer who is willing to pay the highest price and at the best terms for you. Coldwell Banker Residential Brokerage Relocation and Moving Services (CBRB) Office will provide you with the information you need to make the very best choices when selling your home.   Did you know?
• The entry creates the first impression.
• The kitchen is the most important room.
• People react more favorably to property shown under bright light.
• Within 15 seconds, a buyer has developed an opinion of your property.     With the Real Estate Advantage Home Seller Seminar, learn how to...
• make the best first impression!
• obtain the highest possible price for your home
• harness the power of the internet to get your home sold
• make your home stand out above the competition Also, find out about the CASH BACK benefits you will receive when you utilize Suffolk’s Real Estate Advantage Program and how it works. For more information please contact: Christopher Hill, Director, Client Services, Coldwell Banker Residential Brokerage Relocation Services, 1601 Trapelo Road, Suite 24, Waltham, MA 02451 Phone: 781.684.4917, Fax: 781.684.0317or e-mail: Christopher.Hill@NEMoves.com
Facilitator: Christopher Hill
Date: Thursday, March 6th, 1-2 pm
Location: King’s Chapel Conference Room, 12th Floor, Stahl Building

Real Estate Series: Suffolk University Real Estate Advantage Program Home Buying Seminar

Buying a house can be an overwhelming and confusing process unless you are prepared. Coldwell Banker Residential Brokerage Relocation and Moving Services (CBRB) Office will provide you with helpful information in the following areas: • Understanding your Credit
• The Mortgage Process
• The Home Buying Process Also, find out about the CASH BACK benefits you will receive when you utilize Suffolk’s Real Estate Advantage Program and how it works. For more information please contact: Christopher Hill, Director, Client Services, Coldwell Banker Residential Brokerage Relocation Services, 1601 Trapelo Road, Suite 24, Waltham, MA 02451 Phone: 781.684.4917, Fax: 781.684.0317or e-mail: Christopher.Hill@NEMoves.com
Facilitator: Christopher Hill
Date: Tuesday, March 11th, Noon-1pm
Location: King’s Chapel Conference Room, 12th Floor, Stahl Building

Understanding Insurance Needs

This program is designed to help people identify the amount and types of life insurance they need. Each family needs to guarantee the financial future for their family. Life insurance is the first step and the most important one in the event of an unexpected death in a family. Each family has different concerns and solutions for this. We can help simplify this process by suggesting insurance that it is adequate, affordable and appropriate for where a family is in life.  Things like marriage, children, college, and incomes may change. So this is something that we look at more than just once in our lives.

Facilitator: Thomas Twoomey
Date: Thursday, March 13th, 1-2pm
Location: Linnehan Conference Room, 13th Floor, Stahl Building

Fiscal Fitness: Financial Planning for Everyone

Learn how to plan for the future with successful money management. Topics covered include making the best of taxes, building cash reserves, managing risk, saving for education, and planning for retirement.

Facilitated by: Samuel Lookner, Financial Planner (TM), ChFC, MBA
Date: Wednesday, June 11th, Noon-1pm (speaker will be available for questions until 2 pm)
Location: Amenities Conference Center, 1st Floor, Stahl Building
Brown bag lunch, dessert and drinks will be available.