Complimentary Event in Lowell, MA
Retirement is Within Reach
A comprehensive, two-day personal finance seminar for those in or nearing retirement. Join us to learn:
- How to develop a plan for reliable retirement income.
- Strategies to help protect your assets from taxes, inflation and market volatility.
- How Social Security factors into your overall retirement plan.
- Key considerations to keep in mind concerning healthcare.
- And much more.
850 Broadway St, Lowell, MA 01854
Dates & Times
Wednesdays, August 16 & August 23 from 6:30 p.m. to 9:00 p.m.
*This event takes place once a week for two consecutive weeks.
Who should attend?
- People between the ages of 50 and 70.
- Those concerned with their finances who want to be prepared for volatility and inflation.
- Investors looking for guidance based on recent legislative changes.
- There’s no better time than the present to create strategies in which you can be confident.
- Global market volatility necessitates action.
- The basic financial rules of thumb have changed.
Do you have a holistic retirement income strategy in place?
Don’t miss this information-packed event!
Need an extra reason (or two) to register?
This presentation combines two valuable elements:
Live instruction from a local financial professional in an engaging, easy-to-understand format.
Actionable Next Steps
Attendees will receive a retirement income planning and Social Security maximization guide.
Meet Your Host
President of Boston Independence Group, Inc.
Radio Host, Author of “Uncomplicated Money”, and Certified Social Security Planner
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.
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.
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.