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Retirement and Estate Planning Workshops in Newton, (MA) Massachusetts

Regional Emmy award-winning journalist Susan Wornick will be hosting our monthly retirement and estate planning workshops!

You’ve heard them say it a thousand times. Rule #1 – Just don’t lose the money. But how do you put those words into action? Don’t just cross your fingers and hope your retirement plan will work for you. Make sure it happens. Come to one of our retirement and estate planning workshops!

Retirement Planning Workshops

Sam and Rich have been speaking to pre-retirees and retirees for the past 25 years, and they know what worries people the most when it comes to retirement. Using proven strategies, they will show you how simple it is to enjoy a worry-free retirement, and protect your estate for your lifetime and for your heirs. In easy-to-understand language, they take the mystery out of the myriad of retirement income options that can give you that much-needed paycheck for life, and what products are available today to protect your principal and keep your money safe.

Rich Rubino will first break down the law aspect of estate planning to decide on the best legal structure to protect your assets based on the individual future you see for yourself. Sam Liang then focuses on ways that you can enjoy a comfortable retirement by outlining strategies for retirement income planning, such as how to create the correct pension, which you will be able to take home and utilize immediately.

Please join us in August, we have two different workshops. Choose the Workshop below that best suits your situation.

Our Retirement Survival Workshop is ideal for people 55-70 years old, close to retirement or retired and want to learn:

  • How to bullet-proof your retirement savings and create income
  • How to create a pension if you don’t have one
  • How to protect your savings and leave a legacy to your heirs

Our New Rules of Retirement Workshop is ideal for people 40-60 years old and want to learn:

  • Proven strategies to have a ROTH-like retirement account (even if you don’t qualify for a ROTH)
  • How to have a balanced approach for retirement income
  • How to eliminate “Uncle Sam” in future retirement withdrawals

Visit the Rubino and Liang retirement planning, retirement income planning, estate management solutions and asset protection planning pages for in-depth information on offered services!

upcoming workshops *Rsvp required, see form below.

Tue - August 08, 2017 - 4pm
Retirement Survival Workshop

Café Escadrille, Burlington

Wed - August 09, 2017 - 4PM
The New Rules of Retirement Workshop

Hilton, Dedham


For more information please provide your information in the form below or call us at 1-617-630-8787.
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