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
Join Us For An Upcoming Event
We look forward to seeing you at our next workshop!
Join Us At An Upcoming Event
- Learn ways to avoid the most common retirement planning mistakes that could potentially cost you thousands
- Four of the biggest risks to a secure retirement – and how to overcome them.
- Discover why 401(k)s, IRAs, and 403(b)s could be the least tax-efficient accounts you own when you retire.
- Learn what smart investors do to help avoid market losses but still grow their savings.
Tuesday, June 11th – 11:30AM
Del Frisco’s Grille
60 University Ave.
Westwood, MA 02090
Thursday, June 13th – 11:30AM
Del Frisco’s Grille
60 University Ave.
Westwood, MA 02090
Reserve Your Seat
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