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, September 6 & September 13 from 6:30 p.m. to 9:00 p.m.
Event Venue: Worcester State University
Venue Address: 486 Chandler St, Worcester, MA 01602
*We will meet in the Sullivan Academic Center, Room 101.
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.
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.