Thanks for signing up for Retirement is Within Reach!
You’ve successfully registered for our event. Thanks!
We can’t wait to meet you and hear about your retirement goals. Remember, this seminar is about asking questions, and about learning what options are available when you’re planning your retirement income strategy. Not every option will be right for every person, so it’s good to speak with your financial advisor before you make any decisions. Retirement is Within Reach will give you background and context as you begin your retirement journey; it’s designed to increase financial literacy and to help you navigate the complex world of retirement.
We will send you a confirmation and reminder email with your registration details. Our presenter, Gerry Dougherty, will reach out to you prior to the event to confirm your registration and see if you have any questions or specific topics you would like to see covered. If you have any questions, please reach out to us at [email protected].
Dates & Times: Wednesdays, August 16 & August 23 from 6:30 p.m. to 9:00 p.m.
Event Venue: UMass Lowell
Venue Address: 850 Broadway St, Lowell, MA 01854
*We will meet in Coburn Hall, Room G10. Parking is located behind Coburn Hall, off Wilder St.
Things to Remember:
We know your schedule is busy, so here are some important things to keep in mind as the dates approach:
- Your event meets once per week, for two consecutive weeks.
- Each session lasts about three hours, so you might consider bringing a light snack and water. Coffee will be provided.
- All materials will be provided for your sessions, including books and writing utensils.
- Think about your current retirement income situation and how you’d like to see it improve. Bring questions!
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.
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.