Worcester, MA | Retirement is Within Reach Seminar | June 2025 | ARE-18843

ABOUT | PRESENTER | AGENDA | VENUE

Held at Worcester State University | Worcester, MA

Feel Confident & In Control With

A COMPREHENSIVE RETIREMENT PLANNING EVENT

Seats Available Now!
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Seating is limited and registration is required. Sign up today!

WHAT IS THIS PRESENTATION?

For baby boomers, 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 Worcester State University
486 Chandler St, Worcester, MA 01602

This workshop meets once a week for two consecutive weeks.

– Thursdays, June 05 and June 12, 6:30 PM – 9:00 PM

About Your Presenter

Gerry Dougherty

President of Boston Independence Group, Inc.

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, and 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.

Author of Uncomplicated Money, Gerry shares straightforward financial strategies in plain language to help those nearing retirement gain confidence in their financial future. The book is available now on Amazon.

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.

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 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 Event at Worcester State University in Worcester, MA.

This workshop meets once a week for two consecutive weeks. Couples may attend for a single tuition cost.

Online Form - Worcester, MA | Retirement is Within Reach Seminar | June 2025 | ARE-18843 | OG

Privacy Policy: By providing your email, phone number, and selecting “Yes” for text message reminders, you are consenting to receive communication from Your Retirement Reality. 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!

Investment advisory services offered through CreativeOne Wealth, LLC a Registered Investment Advisor. Boston Independence Group, CreativeOne Wealth, LLC, and Your Retirement Reality are unaffiliated companies. Licensed Insurance Professional.

Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm’s ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).

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.