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Reducing Financial Risk for a Confident Retirement: Your Questions Answered

Join Financial Advisor Joanna Long for Reducing Financial Risk for a Confident Retirement: Your Questions Answered. This interactive session will encourage you to voice your concerns and ask questions regarding navigating retirement in an uncertain world.  We’ll explore topics like risk mitigation and common retirement concerns, and then take a look at the questions that might be keeping you up at night.

 

Joanna Long is an Associate Financial Advisor at Vantage Point Financial in Needham, MA. While training to become a financial advisor, Joanna went back to school and earned her degree in Communications from Boston College, graduating as valedictorian of her class. Prior to joining Vantage Point Financial, Joanna enjoyed a career of over 12 years in management, leadership and consulting roles, most notably with The Container Store. Joanna believes that financial planning should be the foundation for every investment conversation, and works with each unique client with this principle in mind. Joanna holds her FINRA Series 7 and NASAA Series 66 licenses, and is currently working towards earning her CERTIFIED FINANCIAL PLANNER® designation.

 

This program is presented in partnership with the Department of Older Adult Services. RSVP requested. Please call 617-796-1675, stop by the Front Desk at 20 Hartford Street, or send your name, telephone number, and email address to our receptionists at OASprograms@newtonma.gov

Date:
Thursday, October 9, 2025
Time:
2:00pm - 3:00pm
Location:
Druker Auditorium
Audience:
  Adult  
Categories:
  Talks & Presentations  
Accessibility:
The location of this event is wheelchair accessible. Reasonable accommodations will be provided to persons with disabilities requiring assistance. If you need a reasonable accommodation, please contact Newton’s ADA/Sec.504 Coordinator, Jini Fairley, two weeks in advance of this event: jfairley@newtonma.gov or (617) 796-1253. For Telecommunications Relay Service, please dial 711.