Held at Worcester State University in Worcester, MA
JOIN US FOR A RETIREMENT PLANNING SEMINAR
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Strategies for Maximizing Your Retirement Income
Wednesdays, September 6 & September 13 from 6:30 p.m. to 9:00 p.m.
Seating is limited. Register today!
What is this event?
For baby boomers, there’s been a shift in retirement income planning when compared to previous generations. This is a comprehensive personal finance seminar 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.
Event details
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Held at Worcester State University
486 Chandler St
Worcester, MA 01602
SCHEDULE
This seminar meets once a week for two consecutive weeks.
– Wednesdays, September 6 & September 13 from 6:30 p.m. to 9:00 p.m.
About Your Presenter
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Gerry Dougherty
President of Boston Independence Group, Inc.
Radio Host, Author, and Certified Social Security Planner
Author of the book “Uncomplicated Money”
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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, how 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.
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, 11am to noon.
About Retirement is Within Reach
The goal of this event 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.
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.
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.
Your Registration Includes
Two event sessions.
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 Retirement is Within Reach seminar at Worcester State University in Worcester, MA.
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© 2023 Your Retirement Reality – All Rights Reserved | Privacy Policy
Advisory Services offered through CreativeOne Wealth, LLC an Investment Advisor. Boston Independence Group and CreativeOne Wealth, LLC are not affiliated.
The Community College or University is not affiliated with the event and should not be contacted regarding the seminar.
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.
By providing your information, you give consent to be contacted about the possible sale of an insurance, annuity, or securities product. Licensed Insurance Professional. Attend and learn how financial products, including annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. We are not affiliated with any government agency.