Presents:

Maximizing Your Retirement Income

You and a guest are invited to join us for a complimentary meal and a special presentation at Calabria Ristorante in Millbury, 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 important topics for recent retirees and those retiring in the next 5 to 10 years:

  • How to navigate your retirement income outlook and determine if you will be able to retire on schedule.
  • Claiming strategies and planning techniques to help you maximize 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 help grow your assets and protect your portfolio against stock market volatility.
  • How to combat longevity & inflation to avoid outliving your retirement savings dollars.
  • Strategies for Long-Term Care planning that put you in control of your money.
  • Understanding potential risks in retirement and how to avoid them.
  • How to create a successful retirement income plan to avoid potential surprises in retirement.
  • And More!

Seating is limited, sign up below to reserve your seat(s)!

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes.

Calabria Ristorante

7 S Main St, Millbury, MA 01527

Wednesday, December 6, 2017

6:00 p.m. to 8:30 p.m.

How would you feel about potentially leaving thousands of hard-earned retirement dollars on the table?

Not good, right? Retirement can be a stressful event if you are not properly prepared. It's important be able to answer questions such as..  

Where will my money come from? Will I have enough income to fund my retirement and maintain a comfortable lifestyle? Do I have a strategy to combat inflation and taxes? Will my hard-earned savings last throughout my entire retirement?  

These are important questions to have answers to and pre-planning is important to setting yourself up for success. More than 80% of Americans are worried they won't have enough money for retirement and over 78 million Baby Boomers are set to retire in the next decade*.  

You've done a great job accumulating assets throughout your career, but how do you handle the distribution phase as you approach retirement? Many strategies that worked in the past are no longer effective as the rules and economy keep changing. The decisions you make today about when, where and how you will receive your income in retirement are more important than ever. Advanced income planning will help ensure you have a stable, predictable source of income and help you avoid any surprises or unexpected expenses.  

It's important to know all of the strategies that are made available to you so you can make informed decisions and maximize your retirement income. Failing to implement the right strategies could potentially leave tens of thousands of dollars on the table. Fortunately, becoming informed and properly planning can help to prevent this from happening.

Join us for this complimentary gourmet meal at Calabria Ristorante to receive this important information and take the stress out of retiring!

REGISTRATION CLOSES IN:

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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 the income needed to reach their retirement goals. 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. Preparing for income during retirement means 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.

Copyright © 2017 Your Retirement Reality | Privacy Policy

*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.

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 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.