Thanks for signing up for Retirement is Within Reach!
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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].
Event Details:
Dates & Times: EventDate
Event Venue: Campaign-Venue
Venue Address: Campaign-Address1, Campaign-City, Campaign-State Campaign-Zipcode
*Campaign-ArrivalInformation
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!
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The Community College or University is not affiliated with the event and should not be contacted regarding the seminar.
Advisory Services offered through CreativeOne Wealth, LLC an Investment Advisor. Boston Independence Group and CreativeOne Wealth, LLC are not affiliated.
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.
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. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.
The presenter can provide information, but not specific 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.