Retirement Planning Workshops in Boston

Sam and his team have been speaking to pre-retirees and retirees for the past 25 years, and they know what worries people the most when it comes to retirement. Using smart strategies, they will show you how simple it can be to enjoy retirement and help protect your estate for your lifetime and for your heirs. In easy-to-understand language, they take the mystery out of the myriad of retirement income options that can give you that much-needed paycheck for life and discuss what products are available today to help protect your principal and your retirement assets.

Upcoming Workshops

Nothing on the schedule now

We look forward to seeing you at our next workshop!

Tuesday, October 18th at 6:30 p.m

Thursday, October 20th at 6:30 p.m

Chateau Italian Kitchen and Bar
43 Middlesex Turnpike
Burlington, MA 01803

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