$25 per person or $35 for 2 family members.
This course will answer the primary concern of pre-tirees: “Meeting my lifetime income needs-will I make it?”
Workshop attendees will learn:
Social Security Planning—Optimize Your Social Security Claiming Strategy
Medicare Overview—How to Choose the Right Medicare Plan
Four Risks to Your Financial Security in Retirement—Meeting Your Lifetime Income Needs
Five Strategies to Help Reduce Your Retirement Income Risk
INTRUCTOR BIO: Larry Albert is a Certified Financial Planner with Capital Management Partners, LLC in Peabody and has lived in Beverly for over 20 years. Larry’s practice practice focuses on helping individuals and families develop practical strategies for accumulating, preserving and distributing their assets. He has extensive experience helping individuals plan for successful retirements. Larry holds an MBA in Finance from Boston University. He is a FIRNA Series 6, 7, 63 and 65 registered representative. Securities and advisory services offered through Commonwealth Financial Network, Member FIRNA/SIPC, a Registered Investment Advisor. He also holds Life, Accident and Health Insurance licenses and is an Accredited Investment Fiduciary. Fixed Insurance products and services offered through Capital Management Partners LLC or CES Insurance Agency.