Financial Fitness

Financial Fitness is a series of educational seminars designed to present financial information in a simple and non-sales format. Topics like retirement planning, stocks, mutual funds, investor behavior and estate planning among other things will be discussed. Guest presentations by money managers, analysts & journalists. Learn from the collective wisdom and improve your money management skills. Make your short-term and long-term financial decisions with confidence. Rishi Sondhi, Chelmsford resident, library volunteer and student of value investing, is the originator and host of this valuable series of seminars. Programs are free and open to the public and take place at the Chelmsford Public Library (in the McCarthy Meeting Room). Chelmsford Telemedia has videotaped most of the presentations and has provided DVDs of the programs for you to borrow from the Library's collection.

Past Programs:

2009 See the library's catalog to find DVDs of these programs for you to check out and view at home:

  • April 9, 2009 - "Retirement Readiness" with Mike Bonacorsi CFP
  • May 14, 2009 - "Social Security and Your Retirement Plans"
  • June 11, 2009 -"Green investing" with Rishi Sondhi
  • September 10, 2009 "Overview of the Federal Stimulus Package and How it May Affect You" with local economist Richard Doron
  • October 8, 2009: "The Best Stocks Come to Those Who Wait: Investing in the New Normal" with Sham Gad
  • November 12, 2009 -"Socially Responsible Investing" (SRI) with Eric Packer

2008
See the library's catalog to find DVDs of these programs for you to check out and view at home:
  • January 10, 2008 - "Retirement planning" by Rishi Sondhi
  • February 14th - no seminar this evening - Happy Valentine's Day
  • March 13, 2008 - Dan Caplinger returns for Part 2 of "Trusts and Estate Planning"
  • April 10, 2008-"The Intelligent Investor: A Practical Approach to Investing" by Sham Gad
2007 See the library's catalog to find DVDs of these programs for you to check out and view at home:
  • September 13, and 27, 2007 - Intro to Financial Fitness seminars by Rishi Sondhi
  • October 11, 2007 - "Twenty Common Mistakes in Investing" by Selena Maranjian
  • November 8, 2007 - "Trusts and Estate Planning" by Dan Caplinger

 

View the Finance & Investing Subject Guide, or download the bibliography of books and other resources.

Click here to email us your suggestions for topics or offer a resource (please type "Financial FItness" in the subject line), or give us a call at 978-256-5521, ext. 109.

Click here to view Sham Gad's April presentation, "The Intelligent Investor: A Practical Approach to Investing"

click here to view Dan Caplinger's March presentation on Trusts, Estate Planning & Investing Behavior

click here to view Rishi Sondhi's January presentation on "Retirement Planning"

Click here to view Dan Caplinger's presentation on November 8th on "Trusts and Estate Planning"

Click here to view Rshi Sondhi's presentation in September "Introduction to the Financial Fitness" series


Click here to read about April 2009 speaker Mike Bonacorsi CFP, author of "Retirement Readiness.

Click here to view Rishi Sondhi's presentation on Green Investing

Click here to view Sham Gad's presentation, "The Best Stocks Come to Those Who Wait"

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