Presents:
Maximizing Your Retirement Income
You and a guest are invited to join us for a complimentary meal and a special presentation at Alberto's Ristorante in Hyannis, MA. Register below!
Will you have enough income to fund your retirement? Join your host Gerry Dougherty for a complimentary gourmet meal while we discuss the following topics:
- How to make the most of what you've made and navigate your retirement income outlook.
- Claiming strategies and planning techniques to help you get the most out of your Social Security benefits.
- Strategies that can help you reduce your taxes in retirement to help you keep more of your hard-earned money.
- Strategies to grow your assets and protect your portfolio against stock market volatility.
- How to combat longevity & inflation to avoid outliving your retirement savings dollars.
- Learn strategies to generate retirement income for life.
- Strategies for Long-Term Care planning that put you in control of your money.
- Understanding potential risks in retirement and how to avoid them.
- And More!
Complete the form below and click the button to reserve your spot!
*Due to the popularity of this event, seating is limited. Reserve your spot today to guarantee your seat! By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product.
Tuesday, October 10, 2017
6:00 p.m. to 8:30 p.m.
Alberto's Ristorante
360 Main St, Hyannis, MA 02601
This Complimentary Gourmet Meal & Presentation Will Show You:
Tip #1
Strategies to protect your savings in a down market.
Tip #2
How to create a retirement income stream you cannot outlive.
Tip #3
Strategies that can potentially boost your retirement income and reduce your taxes.
And Much More!
Please join your host Gerry Dougherty of Boston Independence Group, Inc. for this complimentary presentation and dinner. The economy has changed, the world has changed...get insight, new opinions!
Dates: Tuesday, October 10, 2017
Time: 6:00 p.m. to 8:30 p.m.
Venue: Alberto's Ristorante located at 360 Main St, Hyannis, MA 02601
REGISTRATION CLOSES IN:
FEATURED PRESENTER
Gerry Dougherty, President
Boston Independence Group, Inc.
Gerard (Gerry) Dougherty grew-up in Worcester, MA, in a middle-income family with 6 children. He attended local, public schools. He 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 5 years.
In January of 1986, Gerry began a career in the financial service industry. He started as a representative, building and servicing a clientele. His achievements were recognized and 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 financial service industry's inner workings, how products and customers are sometimes misaligned, where industry revenue objectives can conflict with consumer interests.
The 2008 market crash was an event that negatively impacted many retirees, changing their lives, forever, altering the retirement goals that some had once envisioned. It brought a turning point to Gerry view of how individuals who are at-or-near retirement should position hard-fought retirement assets to avoid loss and ensure a guaranteed lifetime income. Gerry began the design of a new company that would focus on the unique needs of individuals who are close to retirement, to protect their assets and allow them to retire with dignity and happiness. It became his personal crusade.
With a vision in mind, Gerry formed Boston Independence Group, a retirement planning firm. At it's core, the company is focused on consumers who are about to retire. At retirement the stakes are high, missteps are common. Gerry employs strategies that are designed to protect and grow wealth. You have spent a lifetime accumulating assets, whether you have saved a lot or a little, Gerry can help.
Gerry hosts Making Money Last, America's Retirement Resource., heard on News & Talk Radio AM830 WCRN, every Monday and Friday morning, 10 a.m. - 11 a.m. Gerry has been on this station for 5 years now. He recently published his first book, Uncomplicated Money, A series of short stories explaining important financial concepts that every retiree needs to know! It is available on Amazon.com. And, you can read Gerry's personal finance articles in the Wealth Creation section of Kiplinger.com.
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*http://www.fool.com/retirement/general/2016/01/26/20-retirement-stats-that-will-blow-you-away.aspx
Investment advice offered through Boston Independence Group, a registered investment advisor.
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. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.