Lowell, MA | Retirement is Within Reach Workshop | February 2023 | ARE-13689 - Thank You

Thanks for signing up for our upcoming Retirement is Within Reach workshop!

You’ve successfully registered for our workshop. Thanks!

We can’t wait to meet you and hear about your retirement goals. Remember, this workshop 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 Baby Boomers 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 workshop 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].

Event Details:

Event Venue: UMass Lowell

Venue Address: 850 Broadway St Lowell, MA 01854
We will meet in Coburn Hall, Classroom #110.

Things to Remember:

We know your schedule is busy, so here are some important things to keep in mind as the dates approach:

Your workshop meets once per week, for two consecutive weeks.
Each workshop lasts about three hours, so you might consider bringing a light snack and water.
All material will be provided for your workshop, 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 workshop.

At the end of the workshop, you will be provided an opportunity to visit with us one on one to discuss your specific circumstance in a private, comfortable setting. There is no obligation to you for this visit. At this visit you may be provided with information regarding the purchase of financial products. 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. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.