Thanks for requesting a spot at one of our upcoming dinner events!

Thank you for requesting a spot at our upcoming dinner workshop!

We can’t wait to meet you and hear about your retirement goals. Remember, this workshop is about asking questions, and about learning what options are available when you’re planning your retirement income strategy. If you have specific questions you’d like to see covered, please let us know ahead of time by emailing your presenter at [email protected]. Not every option will be right for every person, so it’s good to speak with your financial advisor before you make any decisions. Retirement For L.I.F.E. will give you background and context as you begin your retirement journey; it’s designed to increase financial literacy and to help Baby Boomers navigate the complex world of retirement.

We will send you a requested registration email with your registration details. As seating is limited, your presenter, Robin Hofheinz, will have her team reach out to you prior to the workshop to confirm your registration, collect your meal selection and see if you have any questions or specific topics you would like to see covered. We will need to contact you to reserve your spot. If we are not able to contact you to confirm, your seats will be made available to other guests. If you have any questions, please reach out to us at [email protected].

Things to Remember:

We know your schedule is busy, so here are some important things to keep in mind as the dates approach:

  • This workshop meets once for a two-hour session.
  • A complimentary meal will be served.
  • All material will be provided for your workshop, including books and writing utensils.
  • Think about your current retirement income situation and how you’d like to see it improve. Send us your questions ahead of time so we can address them during the presentation!

Event Details:

Event Venue: Coachmen’s Lodge

Venue Address: 273 Wrentham Rd, Bellingham, MA 02019

Additional Notes: Doors will open at 5:30 p.m. Please arrive between 5:30 and 5:45 p.m. to allow time to park, check-in and be seated. Please note, no alcohol will be allowed in the presentation room.

© 2022 Retire For L.I.F.E. – All Rights Reserved

No alcohol is allowed in the presentation room.

Investment advisory services offered by duly registered individuals through ChangePath, LLC a Registered Investment Adviser. ChangePath, LLC and Retirement Freedom Team are unaffiliated entities.

The presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please direct your clients to a local Social Security Administration office, or visit www.ssa.gov.

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Investment Adviser Representative and Advisory Services offered through CreativeOne Wealth LLC, a SEC Registered Investment Advisory firm.

Licensed Insurance Professional. This material has been prepared for informational purposes only.  It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation. Annuities are products of the insurance industry; guarantees are backed by the claims-paying ability of the issuing company. Respond and learn how annuities and life insurance can be used in various stages of planning for retirement income.

© 2023 Retire For L.I.F.E. – All Rights Reserved