Complimentary Event at Stevens Memorial Library in Ashburnham, MA

Are You Ready for Retirement?

What You Need to Know

This event is not sponsored by or affiliated with the Stevens Memorial Library.

Event Details

Stevens Memorial Library
20 Memorial DrAshburnham, MA 01430

Event Options:

– Stevens Memorial Library on May 16 at 6:00 p.m.

Seating is limited. There is no charge to attend!

Do you have a plan to help maximize your retirement income and avoid outliving your savings? Join us for a special presentation at Stevens Memorial Library while we discuss the following important topics for those in or nearing retirement:

  • The Secure Act 2.0 — what is it and how might it impact your retirement savings plan
  • Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
  • How you may be able to create guaranteed income in retirement and protect your savings from market volatility.*
  • Steps to avoid one of the biggest fears of Baby Boomers—running out of money in retirement.
  • Social Security timing and claiming strategies to help maximize your benefits.
  • How to help preserve your assets to create a lasting legacy for your loved ones.
  • And MUCH more!
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Privacy Policy: 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!

Do you have a retirement income strategy in place?
Don’t miss this information-packed event!

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Hours
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Why attend?

This presentation combines two empowering elements:

Professional Insight

Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.

Actionable Next Steps

An opportunity to receive a complimentary retirement snapshot analysis for your current plan.

Greg is a multi-talented media personality appearing on various television and radio shows while hosting his popular podcast, The Financial Finish Line.

Meet Your Host

Greg Lavelle, MBA, CEO of Retirement Advisers.net
The desire to keep learning and his foundation in family values are what drive Greg Lavelle in his work. He enjoys getting to know his clients and collaborating with them to design their retirement roadmaps.

With 25+ years of helping clients with pre- and post-retirement planning, Greg is committed to always putting clients’ needs first to help ensure they have a stable, reliable retirement. His customized and process-driven system for wealth accumulation and tax planning strategies helps him to uncover the right strategies for his clients while at the same time, preserving and protecting their wealth and creating a legacy for their families.

Greg prides himself on his expertise in retirement planning strategies, including Social Security, Medicare, long-term care, and income planning, so he can assist clients in mapping out the retirement-income strategy that’s right for them. He is diligent about keeping an open mind and treating every client with dignity and respect.

To best serve his clients, Greg is licensed for life, health, annuities and registered for mutual funds in several states, holds his MBA from Northeastern University in Boston, Massachusetts, and has been featured on radio and television because of his subject-matter knowledge. He is also a proud United States Navy veteran.

Outside of work, you can find Greg spending time with his family, running or biking.

© 2024 Your Retirement Reality | Privacy Policy

¹ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

² https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

³ https://www.ssa.gov/cola/

Securities offered through CreativeOne Securities, LLC Member FINRA/SIPC. Retirement Advisers and CreativeOne Securities, LLC are not affiliated. We do not offer tax, legal or estate planning advice or services.

*Guarantees provided by annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. Guaranteed lifetime income available through annuitization or the purchase of an optional lifetime income rider, a benefit for which an annual premium is charged.


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 or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This 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. Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.