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Social distancing and masks may be enforced based on local mandates.

October 19th or 20th, 2021 | North Attleborough, MA

Complimentary Dinner & Workshop at Towne Tavern & Tap

Strategies For Maximizing Your Retirement Income

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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 retiring in the next 5 to 10 years. 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.

 

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Location:

Held At Towne Tavern & Tap
11 Robert F Toner Blvd, North Attleborough, MA 02763

Menu: Choice of Steak Tips or Cedar Plank Salmon

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Schedule:

This dinner workshop meets once for a two-hour session.

– Tuesday, October 19 from 6:00 PM to 8:00 PM

– Wednesday, October 20 from 6:00 PM to 8:00 PM

Tuition: $39 $0*

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

Register Now!

About Your Presenter

Robin Hofheinz

President and Founder of Retirement Freedom Team

Robin has worked in the financial field for over 15 years. She prides herself on being honest, and holding herself and her staff to the highest level of ethics and integrity. She cares about people (whether or not they’re clients). She wants people to understand — and to be prepared for — the coming economic environment. She likes to work alongside her clients, and empower them to make their retirement income decisions. Robin 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.

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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 Dinner & Workshop at Towne Tavern & Tap in North Attleborough, MA.

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

This workshop meets once for a two-hour session. 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 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.

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Investment Adviser Representative and Advisory Services offered through CreativeOne Wealth LLC, a SEC Registered Investment Advisory firm.

Licensed Insurance Professional. This material has been prepared for informational purposes only.  It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation. Annuities are products of the insurance industry; guarantees are backed by the claims-paying ability of the issuing company. Respond and learn how annuities and life insurance can be used in various stages of planning for retirement income.

© 2023 Retire For L.I.F.E. – All Rights Reserved