Franklin, MA | Retire For L.I.F.E. Workshop | January 2023 | ARE-13569 – Thank You

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

Thank you for requesting a spot at our upcoming 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 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 2 1/2-hour session.
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: Dean College

Venue Address: 109 W Central St, Franklin, MA 02038

*We will meet in the Dr. Paula Rooney Student Center, Room 205.

Parking Instructions: Please park in the Student Center lot (this is the lot closest to the basketball courts. It is the inner lot).

Take Route 495 to Exit 43 and take Route 140 South toward Franklin. Continue on Route 140 S for 1.5 miles until you pass the fourth traffic light (the intersection of Route 140 S and Union St.). Just past this intersection, enter the Dean College parking lot on the left.

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

By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. 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.