Held at Drew University — Mead Hall | Madison, NJ | May 2024

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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 presentation 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 Drew University — Mead Hall
36 Madison Ave, Madison, NJ 07940


This workshop meets once for a 1.5-hour session.
– Monday, May 20 from 6:00 PM – 7:30 PM

About Your Presenter

Frank M. Gargano, CLU, ChFC, CASL

Founder and President | Financial Independence Network, LLC

Frank devoted the majority of his 30+ years of industry tenure working with three leading financial services firms. His experience includes the design and implementation of a financial services operation for one out of three Fortune 500 companies with which he partnered. The pilot operation became a new way of doing business for the entire company’s distribution system. Following the success of the pilot firm, he was promoted to Managing Director and led one of the company’s premier distribution profit centers. Frank held the position of Vice President with the two other Fortune 500 companies he worked with before forming his own firm, Financial Independence Network, LLC.

In addition to his daily work responsibilities, Frank also taught as an Adjunct Professor at New York’s Pace University Lubin School of Business (Center For Professional Education). His main duties included the education of matriculating Certified Financial Planner (CFP) candidates. The CFP course work he taught was in retirement planning and employee benefits. Frank’s in-depth experience in this area has proven to be a critical asset to those in need of professional retirement planning services.

About Retire For L.I.F.E.

The goal of this presentation 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 Presentation at Drew University — Mead Hall in Madison, NJ.

This workshop meets once for a 1.5-hour session. 

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© 2024 Retire For L.I.F.E. – All Rights Reserved

¹ https://www.weforum.org/agenda/2019/06/retirees-will-outlive-their-savings-by-a-decade/

Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for Financial Independence Network, LLC, a Registered Investment Advisor. Financial Independence Network, LLC is independent of CFGS. Licensed insurance professional.

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.