Presents:
Maximizing Your Retirement Income
You and a guest are invited to join us for a complimentary meal and a special presentation at The Chateau Westboro Restaurant in Westborough, 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 the new 2018 Tax Bill may affect you and your retirement.
- Planning techniques to get the most out of your Social Security benefits.
- Strategies to help grow your assets and protect your portfolio against stock market volatility.
- Strategies that can help you reduce your taxes and get closer to a potentially tax-free retirement.
- Longevity & inflation – how to potentially avoid outliving your retirement savings dollars.
- Strategies for Long-Term Care & Medicare planning.
- RMDs & retirement income planning in today's economy.
- Understanding the biggest potential risks in retirement and how to avoid them.
- And More!
Seating is limited. Click the button below to reserve your spot!
Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes.
Tuesday, April 17, 2018
6:00 p.m. to 8:30 p.m.
The Chateau Westboro Restaurant
95 Turnpike Rd, Westborough, MA 01581
This Complimentary Gourmet Meal & Presentation Will Show You:
Tip #1
How to maximize your Social Security income & take advantage of spousal benefits.
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 and New Opinions!
Date: Tuesday, April 17, 2018
Time: 6:00 p.m. to 8:30 p.m.
Venue: The Chateau Westboro Restaurant located at 95 Turnpike Rd, Westborough, MA 01581
REGISTRATION CLOSES IN:
FEATURED PRESENTER
Gerry Dougherty, RIA
Founder of Boston Independence Group, Inc.
Gerard (Gerry) Dougherty, President of Boston Independence Group, Inc., formed the firm with a vision in mind: To help people who are standing at retirement's doorstep preserve and grow their hard-fought retirement assets by providing lifetime income strategies.
The 2008 market crash was a turning point for Gerry. He saw how the crash negatively impacted many retirees’ savings, changing their retirement income and altering their retirement goals. It became clear to Gerry he wasn’t able to help individuals adequately prepare for retirement at his current job. He began to design a new company that would focus on the unique needs of individuals at or near retirement to protect their assets and allow them to retire with dignity and happiness. He founded Boston Independence Group in 2012.
Gerry holds his insurance licenses in in Massachusetts. He is a long-time award-winning General Agent. He has been nationally recognized by the General Agents and Managers Association, receiving numerous company and industry awards. Gerry is a Registered Investment Advisor.
Gerry hosts Making Money Last, America's Retirement Resource, heard on News & Talk Radio AM830 WCRN, every Monday and Friday morning from 10 a.m. to 11 a.m. You can read Gerry's personal finance articles in the Wealth Creation section of Kiplinger.com.
Copyright © 2018 Your Retirement Reality | Privacy Policy
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, securities or annuity 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.