New Orleans, LA | Retire For L.I.F.E. | October 2025

ABOUT | PRESENTER | AGENDA | VENUE

Held at Loyola University New Orleans | New Orleans, LA

Feel Confident & In Control With

A COMPREHENSIVE RETIREMENT PLANNING EVENT

Seats Available Now!
Registration Closes In:

Days

Hours

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Seating is limited. Register today!

WHAT IS THIS PRESENTATION?

For Baby Boomers and Gen X, 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.

Location:

Held At Loyola University New Orleans
6363 St Charles Ave, New Orleans, LA 70118

*This event will take place in Miller Hall.

This workshop meets once a week for two consecutive weeks.

– Thursdays, October 9 and October 16 from 6:30 PM – 9:00 PM

About Your Presenters

Barry Levie

President & Founder of Barry Levie Financial

Barry Levie is the founder of Barry Levie Financial, located in Lafayette, Louisiana. He is dedicated to helping clients with their retirement income planning needs. Most of his clients tend to prefer protective strategies when it comes to their nest eggs, as opposed to chasing gains and taking unnecessary risks with their money in the stock market.

He earned his degree in finance from the University of New Orleans, but most of his education has come from the real world, from his 33+ years of experience as a professional. He’s always believed in education, and that’s a passion he continues to enjoy as he helps clients learn about various retirement income strategies.

When he’s not at work, Barry enjoys marathon running, hiking and traveling. He also loves spending time with his wife Penelope, a nurse practitioner, and his three daughters, Ali, Taylor, and Madelyn.

Gerry Dougherty

President of Boston Independence Group, Inc.
Radio Host, Author, and Certified Social Security Planner
Author of the book “Uncomplicated Money”

Gerry grew up in Worcester, Massachusetts, in a middle-income family with five siblings. He attended local, public schools and graduated from the University of Massachusetts at Amherst with a BA in economics in 1981. He holds a certificate program designation in Financial Management and Leadership, presented jointly in 2004 by The American College and Pennsylvania State University. He is a 1982 graduate of the Massachusetts State Police Academy, 75th MPOC, and served as a Massachusetts police officer for five years.

In January of 1986, Gerry began a career in the financial services industry. He started as a representative, building and servicing clientele, before he was promoted into various management positions within large financial service organizations. In 1994, Gerry entered the ranks of Executive Management, where he remained for 16 years. In that time he garnered a unique understanding of the industry’s inner workings, how unfortunately saw that products and customers are sometimes misaligned.

The 2008 market crash was a turning point for Gerry. He saw how the crash negatively impacted many retirees’ savings, changing their lives forever and altering their retirement goals. It became clear to Gerry he wasn’t able to help individuals adequately prepare for retirement at his current job. He began to design a new company that would focus on the unique needs of individuals at or near retirement to protect their assets and allow them to retire with dignity and confidence. He founded Boston Independence Group in 2012.

Gerry holds his insurance licenses in in Massachusetts. He is a long-time award-winning General Agent. He has been nationally recognized by the General Agents and Managers Association, receiving numerous company and industry awards.

Gerry’s radio show, Making Money Last, America’s Retirement Resource!, airs daily on News & Talk Radio WCRN AM830, streaming on the web at www.wcrnradio.com. Be sure to tune in Monday through Friday, 6 p.m. to 7 p.m.

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 the Baby Boomer and Gen X generations 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 Retirement Presentation at Loyola University New Orleans in New Orleans, LA.

This workshop meets once a week for two consecutive weeks.

Online Form - New Orleans, LA | Retire For L.I.F.E. | October 2025 | ARE-19397

Privacy Policy: By providing your email, phone number, and selecting “Yes” for text message reminders, you are consenting to receive communication from Retire for L.I.F.E. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!

¹ https://www.kiplinger.com/retirement/retirement-planning/outlive-your-money-in-retirement

Investment advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Advisor. Boston Independence Group, CreativeOne Wealth, LLC, Barry Levie Financial, and Retire for L.I.F.E. are unaffiliated companies. Licensed Insurance Professional.

By providing your information, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This 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. Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.