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.


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 - March 10, 2020

TIME: 10:00 AM
WHERE: Hotel Indigo - Newton

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Thursday - March 12, 2020

TIME: 10:00 AM
WHERE: Crowne Plaza - Woburn

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