Webinar for Massachusetts Residents | October 2021

Virtual Baby Boomer Retirement Planning Workshop

Strategies for Maximizing Your Retirement Income

Virtual Seats Available Now!
Registration Closes In:

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Seating is 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 twice over the course of the week. See dates and times below!

Location:

Held Virtually On Zoom – Join from the Comfort of Home

Schedule:

This virtual workshop meets twice over the course of the week.

Tuesday, October 12 and Thursday, October 14 from 1:00 PM – 2:00 PM

Tuition: $39 $0*

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

About Your Presenter

Greg Lavelle, MBA

Founder | Retirement Advisers

With 25-plus years of helping clients with pre- and post-retirement planning, Greg Lavelle is committed to always putting clients’ needs first to ensure they have a stable, reliable retirement.

As President and CEO of Retirement Advisers.net, Greg’s comprehensive and process-driven system for wealth accumulation and tax planning allows him to uncover the right strategies for his clients while also preserving and protecting their wealth and creating a legacy for their families.

Greg prides himself on his expertise in retirement planning, including Social Security, Medicare, long-term care and income planning, so he can assist clients in mapping out the retirement-income strategy that’s right for them. He is diligent about keeping an open mind and treating every client with dignity and respect.

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

Enroll Now

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 workshop meets online twice over the course of the week. Couples may attend for a single tuition cost.

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

© 2021 Retire For L.I.F.E. – All Rights Reserved

Securities offered through Client One Securities, LLC Member FINRA/SIPC. Retirement Advisers and Client One Securities, LLC are not affiliated.

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.