Franklin, MA | Retire For L.I.F.E. Workshop | September 2021

Due to COVID-19, this event will no longer be taking place at Dean College and will now be offered as a virtual workshop on Zoom.

ABOUT | PRESENTER | AGENDA | VENUE

For MA & RI Residents | September 2021

Virtual Baby Boomer Retirement Planning Workshop

Strategies for Maximizing Your Retirement Income

Virtual Seats Available Now!
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Spots are limited. Register today!

WHAT IS THIS VIRTUAL WORKSHOP?

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.

This workshop will be held virtually over Zoom and meet once a week for two consecutive weeks. See dates and times below!

Location:

Held Virtually On Zoom

This virtual workshop meets once a week for two consecutive weeks online via Zoom.

– Tuesdays, September 28 and October 5, 6:30 PM – 9:00 PM

– Saturdays, October 2 and October 9, 9:30 AM – 12:00 PM

Tuition: $39 FREE

Includes all workshop materials and fees.
*Registration fee discounted for those who sign up in advance.

About Your Presenter

Robin Hofheinz

President and Founder of Retirement Freedom Team

Robin Hofheinz, President and Founder of Retirement Freedom Team, has worked in the financial field for more than 15 years. She prides herself on being honest, and holding herself and her staff to the highest level of ethics and integrity. Robin wants people to understand—and to be prepared for—the coming economic environment. She believes knowledge is power and that’s essential for making key retirement income decisions.

Robin grew up in Abilene, Texas, the youngest of four children. Her father was a minister. When she was young, she was taught to be of service and to lead by the choices she made in her life. Those lessons have led her to treat all of her clients with respect, and to help them to understand their money on a deeper level.

About Retire For L.I.F.E.

The goal of this virtual 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

Select your dates and register below for our upcoming Virtual Baby Boomer Retirement Workshop taking place on Zoom.

Tuition: ~~$39~~ $0*
Includes all materials and fees
*Registration fee discounted for those who sign up in advance.

This virtual workshop meets once a week for two consecutive weeks. Couples may attend for a single tuition cost.

Online Form - Franklin, MA | Retire For L.I.F.E. Workshop | September 2021 | ARE-10562

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

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.