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

5 Steps to Successful Retirement Workshop

This workshop is ideal for people 55-70 years old, close to retirement or retired, and who want to learn:

Sorry, there are no upcoming events.

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