Held at Worcester State University | Worcester, MA | April 2022
Retirement is Within Reach
Strategies for Maximizing Your Retirement Income
Seats Available Now! Registration Closes In:
Seating is limited. Register today!
WHAT IS THIS WORKSHOP?
For baby boomers, there’s been a shift in retirement income planning when compared to previous generations. This is a comprehensive personal finance workshop for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as income planning, Social Security maximization and the risks to avoid. You’ll learn how to incorporate health care, inflation and their considerations into your overall plan. Upon completion, you’ll be better prepared to take the necessary steps to create your own retirement income strategy.
Location:
Held at
Worcester State University
486 Chandler St
Worcester, MA 01602
*We will meet in the Sullivan Academic Center, Room #125.
Schedule:
This workshop meets once a week for two consecutive weeks.
- Tuesdays - April 19 & April 26 from 6:30 PM - 9:00 PM
Registration Fee: $30* FREE
Includes all workshop materials and fees. **Registration fee discounted for those who sign up through Facebook**
About Your Presenter
Gerry Dougherty
President of Boston Independence Group, Inc.
Radio Host, Author, and Certified Social Security Planner
Author of the book "Uncomplicated Money"
Gerry grew up in Worcester, Massachusetts, in a middle-income family with five siblings. He attended local, public schools and 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 five years. Gerry is currently enrolled in the Harvard Business School online CORe program.
In January of 1986, Gerry began a career in the financial services industry. He started as a representative, building and servicing clientele, before 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 industry’s inner workings, how unfortunately saw that products and customers are sometimes misaligned.
The 2008 market crash was a turning point for Gerry. He saw how the crash negatively impacted many retirees’ savings, changing their lives forever 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 confidence. 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’s radio show, Making Money Last, America's Retirement Resource!, airs daily on News & Talk Radio WCRN AM830, streaming on the web at www.wcrnradio.com. Be sure to tune in Monday through Friday, 11am to noon.
About Retirement is Within Reach
The goal of this workshop is to take the complexity out of retirement income planning and to help provide strategies for a confident retirement. Our mission is to empower Baby Boomers to prepare for a stable and predictable retirement income.
Who Should Attend?
- People between the ages of 50 and 70
- Those concerned with their finances and wanting to prepare for market volatility
- Investors looking for guidance based on recent Social Security changes.
Why Now?
- There’s no better time to create strategies in which you can be confident
- Global market volatility necessitates action
- The basic financial rules of thumb have changed
What You'll Learn
- Options on when to take Social Security
- How to define your core priorities
- How to develop reliable retirement income
- Common reasons retirees run out of money
Your Registration Includes
- Two workshop sessions
- In-session workbook to follow
- A retirement income planning publication
- A maximizing your Social Security guide
© 2022 Your Retirement Reality - All Rights Reserved
*https://www.investopedia.com/articles/personal-finance/032216/are-we-baby-boomer-retirement-crisis.asp
https://www.forbes.com/sites/forbesfinancecouncil/2017/11/21/a-solution-for-the-top-concern-in-retirement-planning-running-out-of-money/
Advisory Services offered through Change Path, LLC an Investment Advisor. Boston Independence Group and Change Path, LLC are not affiliated.
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.