Held at Front Range Community College | Westminster, CO | August 2021

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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
Front Range Community College
3645 W 112th Ave, Westminster, CO 80031


This workshop meets once for a one-hour session.

Tuesday, August 17th from 6:00 PM – 7:00 PM
Thursday, August 19th from 6:00 PM – 7:00 PM

Tuition: $39 $0*

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

Special Directions: Event will be held in C0578. Enter through Entrance 2, to the right of the flagpoles, which is near the center of campus. Proceed about one-third of the length down the hallway and you will find C0578 on the left side. There will be signs to guide you. You can also view the campus map here.

About Your Presenters

Kelly J. Carter

Co-Founder & CEO of Beacon Retirement Group, Inc.

Kelly J. Carter is the co-founder/CEO of Beacon Retirement Planning Group, Inc. and has over 30 years of experience as a financial life planner. BRPG is proud to be at the forefront of the pioneering trend of integrating life planning with financial planning. This dynamic team-based approach allows them to develop a comprehensive financial life plan that aligns each client’s values and priorities. There is no “one size fits all” strategy for retirement planning and it is important to select an advisory firm who understands what is important to you.


Prior to founding BRPG, Kelly was responsible for the formation of a financial planning and estate planning team focused on targeted income planning, tax saving strategies and tax efficient wealth transfer for clients across the country and has headed up forums for hundreds of wealth preservation seminars and thousands of retirees throughout the U.S.


CA License #0E89958

Joe DeMeo

President & Founder of Money Bridge Wealth & Income Planning

Starting his firm in the 90s, Joe saw the incredible bull market at the beginning of his career. He witnessed the dot-com bust devastate so many planned hopes and dreams and was in the front row a few years later when the credit crunch took place. Housing markets crumbling and retirements vanishing made it clear that a new process and approach were necessary.


Combining his financial savvy with his insurance experience, and then following a specific step by step process, Joe can protect assets, wisely allocate distributions, and help clients look to the future with anticipation instead of apprehension thus assuring financial independence. By using Archer’s FORMula, Joe can design custom financial plans that address each of his clients’ specific needs.


“At Money Bridge, we recognize that we are not all things to all people, nor do we want or expect to be. We are all things to some people and our client relationships are based on a very specific FIT process, allowing us to partner with those clients we are most suited for.”


Joe remains committed to community outreach, education, and leadership around the topics of financial planning and asset protection and hosts a weekly radio show in Sacramento, CA that addresses these issues and others including estate planning, trust accounts, long-term care planning, and other special needs.


Joe is licensed in the state of California as an Independent Advisor Representative (Series 65) and is also insurance licensed. He resides in Roseville, CA with his wife Amanda, a nurse, along with their three children: Madeline, Marino, and Charlotte.

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

  • One workshop session
  • 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 Front Range Community College in Westminster, CO.

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

This workshop meets once for a one-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

The class/seminar is not offered, taught by, vetted or endorsed by Front Range Community College or its staff/faculty. The organizer of this event is ONLY renting space at the Front Range Community College facility.

Advisory Services offered through Change Path, LLC an Investment Advisor. Beacon Retirement Planning Group, Inc. and Change Path, LLC are not affiliated.

Licensed insurance professional. 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.govRespond and learn how annuities and life insurance can be used in various stages of planning for retirement income. 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.