Workshops
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
Turn Volatility Into Opportunity
Learning how to maximize your retirement income during turbulent times may be your best investment.
- How to protect yourself against today’s volatile market and future drops in the market without completely sacrificing the chance to grow your money now.
- Four of the biggest risks to a secure retirement – and how to overcome them.
- Traditional “safe” havens for retirement savings such as money-market funds, government bonds, and CDs are yielding after-tax returns significantly below inflation. You’ll discover better options.
- Learn how you can create a safe and secure stream of ‘retirement paychecks’ that are guaranteed for your life – and your spouse’s life through the use of fixed annuities.
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