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

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:

  • How to properly structure a retirement plan, to enjoy added peace of mind in retirement.
  • How to create reliable and sustainable income in their retirement years.
  • How to protect their house, savings, and estate from the high cost of a nursing home, avoid probate, and leave a legacy to their family.

Tuesday - January 21, 2020

TIME: 10:00 AM
WHERE: Dedham Hilton

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Wednesday - January 22, 2020

TIME: 10:00 AM
WHERE: Grand View Farm - Burlington

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Ryan Marston and John Conley are Investment Adviser Representatives of Retirement Wealth Advisors, Inc. (RWA), an SEC Registered Investment Advisor. Rubino & Liang Wealth Partners, LLC and RWA are not affiliated. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

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