Held at Avon-Washington Township Public Library | Avon, IN

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For baby boomers, there’s been a shift in retirement income planning when compared to previous generations. This is a comprehensive personal finance workshop for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as income planning, Social Security maximization and the risks to avoid. You’ll learn how to incorporate health care, inflation and their considerations into your overall plan. Upon completion, you’ll be better prepared to take the necessary steps to create your own retirement income strategy.



Held At Avon-Washington Township Public Library
498 North Avon Avenue, Avon, IN 46123


This workshop meets once for a 1 hour and 30 minutes.

– Tuesday, June 13 and June 20, 6:00 p.m. – 7:30 p.m.

– Wednesday, June 14 and June 21, 6:00 p.m. – 7:30 p.m.

About Your Presenter

Robert Curry, CFP

Senior Financial Partner at Webb Capital Management

Rob Curry is a CFP professional who has been providing advice to families, individuals, and institutions for over 20 years. Rob truly enjoys working with clients to navigate the often complex, financial issues that come up in their lives. This includes advice on how to handle equity awards and other company-provided benefits, tax planning, cash flow management, risk management/insurance, and estate planning. Having the proper investment strategy is paramount to trying all of this together in a comprehensive financial plan. Rob takes his role as a fiduciary seriously and uses that as the guide for any advice and recommendations he provides clients.

Rob has a Bachelor of Arts degree from Indiana University where he majored in Economics and History. He has worked for three RIA firms prior to joining Webb Capital Management in November 2021. Rob has been a CFP professional since 2005. He and his wife, Julie, currently reside in Carmel, Indiana where they live with their two boys, Johnny and Luke. Rob enjoys playing golf in this free time and riding bikes with his wife.

About Retire For L.I.F.E.

The goal of this workshop is to take the complexity out of retirement income planning and to help provide strategies for a confident retirement. Our mission is to empower Baby Boomers to prepare for a stable and predictable retirement income.

Who Should Attend?

  • People between the ages of 50 and 70
  • Those concerned with their finances and wanting to prepare for market volatility
  • Investors looking for guidance based on recent Social Security changes and proposed tax laws

What You'll Learn

  • Options on when to take Social Security
  • How to define your core priorities
  • How to develop reliable retirement income
  • Common reasons retirees run out of money

Why Now?

  • There’s no better time to create strategies in which you can be confident
  • Global market volatility necessitates action
  • The basic financial rules of thumb have changed for a retiring generation

Your Registration Includes

  • Actionable strategies for your retirement plan
  • In-session workbook to follow
  • A retirement income planning publication
  • A maximizing your Social Security guide

Enroll Now

Select your dates and register below for our upcoming Baby Boomer Retirement Workshop at Avon-Washington Township Public Library in Avon, IN.

This workshop meets once for 1 hour and 30 minutes. 

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes.

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

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.