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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

For the past 25 years, Sam and Rich have been speaking to pre-retirees and retirees, and they know what worries people the most when it comes to retirement. Using tried and true 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 will 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.

Estate Planning Workshops

Concerned about whether or not you need a trust? Rich and Sam will break down the differences between revocable and irrevocable trusts, and what can be done to protect your estate in the event a nursing home is needed.

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 in which you can first and foremost, enjoy a comfortable retirement. Sam will outline strategies for retirement income planning, such as how to create the correct pension, which you will be able to take home and utilize immediately.

Join us at one of our upcoming retirement and estate planning workshops to learn more!

Make sure to visit the Rubino and Liang retirement planning, retirement income planning, estate management solutions and asset protection planning pages for more in-depth information on offered services!

upcoming workshops *Rsvp required, see form below.

Tue - June 20, 2017 - 10 AM
Wed - June 21, 2017 - 10 AM


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