Held at Delaware Technical Community College - Stanton Campus | Newark, DE | September & October 2021

Feel Confident & In Control With

A COMPREHENSIVE RETIREMENT PLANNING WORKSHOP

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Seating is limited. Register today!

WHAT IS THIS 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.

 

Location:

Held At Delaware Technical Community College – Stanton Campus
400 Stanton Christiana Rd, Newark, DE 19713

*Room 226. Follow signs at main entrance to venue.

Schedule:

This workshop meets once a week for two consecutive weeks.

– Tuesdays, September 28 and October 5 from 6:00 PM – 8:00 PM

– Thursdays, September 30 and October 7 from 6:00 PM – 8:00 PM

Tuition: $39 $0*

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

About Your Presenter

Patrick Ginefra, CFEd®

Founder, MyLifeBroker

As the founder of MyLifeBroker.com and MyLife Wealth Management, for over 20 years Pat has been recognized as a leading financial educator throughout the state of Delaware. As a Certified Financial Educator (CFEd®) one of his strengths is empowering pre-retirees with knowledge through a course in retirement literacy taught at local Universities and Corporate Workshops simplifyyourretirement.com/newark/. In their advisory roles Pat and his staff have consistently shown their clients how to build a bridge to confidently guide their assets during and through the retirement transition. This is a critical time for most that requires a different approach than in the accumulation years of the client. The focus is on the goals of the client, optimization of their income as well as future growth. In addition, it’s critical to address all the risks they will face in retirement. Many companies promise individual attention and unbiased guidance; Pat delivers on these and offers guidance from an independent position with access to all major companies to truly provide the best individual solutions.

Pat and his wife Beth have been married for 37 years and live in Wilmington, Delaware, near their two sons Marco and Jesse, both employed in the family practice. The Ginefra family is active in their spare time, raising awareness about organ donation with the Gift of Life Foundation in the Greater Philadelphia area.

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 Delaware Technical Community College – Stanton Campus in Newark, DE.

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

This workshop meets once a week for two consecutive weeks. 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

Investment advisory services offered by duly registered individuals on behalf of ChangePath, LLC a Registered Investment Adviser. ChangePath, LLC and MyLifeBroker.com 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.