Retirement & Estate Planning Workshops in Boston, (MA) Massachusetts

Retirement Planning Workshops

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!

About the Retirement Planning Workshops

Sam and his team 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.

* Upcoming Workshops require rsvp.

Select the Workshop below that suits your situation.

5 Steps to Successful Retirement Workshop

When: Wednesday - May 23, 2018 - 7:00 pm

Where: Sheraton Framingham | View on Google Maps +

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

  • How to properly structure a retirement plan, to enjoy added peace of mind in retirement
  • How to create reliable and sustainable income in your retirement years
  • How to protect your house, savings and estate from the high cost of a nursing home, avoid probate and leave a legacy to your family

5 Steps to Successful Retirement Workshop

When: Tuesday - June 19, 2018 - 10:00 am

Where: Residence Inn Needham | View on Google Maps +

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

  • How to properly structure a retirement plan, to enjoy added peace of mind in retirement
  • How to create reliable and sustainable income in your retirement years
  • How to protect your house, savings and estate from the high cost of a nursing home, avoid probate and leave a legacy to your family

5 Steps to Successful Retirement Workshop

When: Tuesday - June 19, 2018 - 7:00 pm

Where: Stonehill College North Easton | View on Google Maps +

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

  • How to properly structure a retirement plan, to enjoy added peace of mind in retirement
  • How to create reliable and sustainable income in your retirement years
  • How to protect your house, savings and estate from the high cost of a nursing home, avoid probate and leave a legacy to your family

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!

Question for Sam, Rich or Susan Wornick? Click Here!
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