Endicott College – Judge Science Center

Endicott College is not a sponsor or affiliated with this seminar in any way. If you have any questions, please call 844-567-7760.
Room 161
354 Hale St, Beverly, MA 01915

Seating is limited, so sign up today!

No Charge to Attend!

The concepts discussed in this course are most suitable for those with investable assets of $250k or more.

Endicott College – Judge Science Center

Endicott College is not a sponsor or affiliated with this seminar in any way. If you have any questions, please call 844-567-7760.
Room 161
354 Hale St, Beverly, MA 01915

Seating is limited, so sign up today!

No Charge to Attend!

The concepts discussed in this course are most suitable for those with investable assets of $250k or more.

REGISTER NOWSUBMITREGISTER NOW
THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.

Will your hard-earned money last a lifetime?



Who should attend this course?

You will find this course relevant if you are developing a retirement plan, nearing retirement, or recently retired. Regardless of your stage in the process, you’ll learn updated strategies that will help you build and preserve wealth in volatile times. Above all, this course is designed to help you assess your current financial position, then lay out a personalized roadmap that helps you achieve your retirement goals.

We provide unbiased financial information

There’s a difference between taking your financial cues from media outlets and learning the basics of retirement planning from a trusted, reliable, unbiased source. This course is designed to give you an exhaustive and comprehensive view of financial education while uncovering the many new pitfalls that threaten to derail many retirees in the 21st century.

Join us at Endicott College – Judge Science Center for an informational workshop covering retirement income strategies on Wednesday, August 14 and Wednesday, August 21 from 6:30-9:30 PM.

YOU WILL DISCOVER HOW TO:

  • Understand the official new tax reform rules and their impact on your retirement
  • Determine if you have enough money for retirement
  • Protect your assets in a rising tax rate environment
  • Use the 3 basic types of retirement accounts to maximize cash flow in retirement
  • Evaluate the benefits of a Roth Conversion
  • Maximize Social Security income
  • Protect your portfolio against stock market loss during retirement
  • Reduce, or eliminate unwanted expenses or delays with estate planning
  • Understand if your portfolio is truly “diversified”
  • Avoid the three basic “pitfalls” of retirement distribution planning

YOU WILL DISCOVER HOW TO:

  • Understand the official new tax reform rules and their impact on your retirement
  • Determine if you have enough money for retirement
  • Protect your assets in a rising tax rate environment
  • Use the 3 basic types of retirement accounts to maximize cash flow in retirement
  • Evaluate the benefits of a Roth Conversion
  • Maximize Social Security income
  • Protect your portfolio against stock market loss during retirement
  • Reduce, or eliminate unwanted expenses or delays with estate planning
  • Understand if your portfolio is truly “diversified”
  • Avoid the three basic “pitfalls” of retirement distribution planning

Register Now

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

This presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Retirement Planning 567 nor the Financial Advisor presenting this workshop are affiliated with the Social Security Administration or any other governmental organization. Privacy Policy.

Financial advisors do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.