Held at American University Washington College of Law | Washington, DC | June 2023

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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 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.



Held At American University Washington College of Law
4300 Nebraska Ave NW, Washington, DC 20016

*This workshop will take place in room Y115 on the Terrace Level of the Yuma Building.


This workshop meets once a week for two consecutive weeks.
– Tuesdays, June 06 and June 13, 6:30 PM – 8:30 PM
– OR –
– Thursdays, June 08 and June 15, 6:30 PM – 8:30 PM

About Your Presenter

Francisco C. Martinez, CFP®, J. D.

Financial Choreography, LLC

Francisco was born in the United States and grew up in Germany in a loving extended family.

Upon graduation, he followed his love for cars and mechanically complex machines. Francisco committed to becoming an auto mechanic and, as such, a journeyman member of the centuries old German metal workers guild. He returned to the United States where he earned his bachelor of arts degree in political science from the College Honors Program at UCLA in 1992. He graduated summa cum laude and was elected to Phi Beta Kappa. He went on to graduate from the law school at the University of California, Berkeley in 1995.

Over the course of the next seven years he worked for several of Washington DC’s powerhouse law and accounting firms, including Baker & McKenzie, King & Spalding and KPMG LLP, where he designed and implemented complex financial transactions and tax strategies for high net-worth individuals and corporate clients.

Francisco shifted his career direction to investing in real estate and establishing a boutique residential real estate firm in the DC suburb of Bethesda, Maryland.

In 2009, Francisco was accepted into the well-respected Georgetown University Financial Planning Certificate program. In 2010, upon completion of that intensive program of study and the passing of the highly regarded national CFP® examination, Francisco landed squarely and confidently in the financial services and investment industry. Francisco became a Certified Financial Planner™ practitioner. Francisco is Series 7 and 66 registered and holds life and health insurance licenses as well. In addition, he is admitted to practice law in Maryland and the District of Columbia. In 2010, he created Financial Choreography, LLC.

Francisco lives in Bethesda, Maryland with his wife, Christine, and daughter, Carmen. If there is spare time left between his commitments to his family and his work, Francisco can be found either tinkering with cars, playing the guitar and piano or learning about fine watches.

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 American University Washington College of Law in Washington, DC.

This workshop meets once a week for two consecutive weeks.

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

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

Securities and Advisory Services offered through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. Financial Choreography, LLC and CreativeOne Securities, LLC are not affiliated.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Financial Choreography, LLC and Client One Securities, LLC are not affiliated. Financial Choreography® is a registered trademark of Francisco C. Martinez.

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.