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182 Turnpike Road, Suite 227
Westborough, MA 01581

Boston Area Retirement Planning Seminars & Workshops

Come experience what we're all about.

Want to know more about who we are and how we can help you? Attend our next informational retirement planning seminar! We’d love for you to experience what Boston Independence Group is all about. Whether it’s an informative session or a client-appreciation event, we welcome the opportunity to get to know you better.

Boston Area Retirement Planning Seminars & Workshops

Come experience what we're all about.

Upcoming Events

For baby boomers, there’s been a shift in retirement income planning when compared to previous generations. This is a comprehensive personal finance workshop for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as income planning, Social Security maximization and the risks to avoid. You’ll learn how to incorporate health care, inflation and their considerations into your overall plan. Upon completion, you’ll be better prepared to take the necessary steps to create your own retirement income strategy.

Date	Time	Topic	City, State	Location	Register
May 7 & 14	6:30 p.m. - 9:00 p.m. EDT	Retirement is Within Reach	Lowell, MA	Umass Lowell	RSVP Today!

Retirement is Within Reach Workshop | Night 2 | 03/10/2022
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Catch Gerry talking about having a confident retirement.

Listen to Gerry on his weekday radio show, Making Money Last, America's Retirement Resource! running Monday-Friday at 11:00 a.m. on WCRN News & Talk AM 830 .

Listen Now →

Catch Gerry talking about having a confident retirement.

Listen to Gerry on his weekday radio show, Making Money Last, America's Retirement Resource! running Monday-Friday at 11:00 a.m. on WCRN News & Talk AM 830 .

Listen Now →

Let’s talk!

Have a question or comment? Let us know.

Call Us:

877.772.1776

Email us:

[email protected]

You can also find us here:

Boston Independence Group
182 Turnpike Road, Suite 227, Westborough, MA 01581

Advisory Services offered through Change Path, LLC an Investment Adviser. Boston Independence Group and Change Path, LLC are not affiliated.

Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. ARE-10581 | XXXXX – 2021/X/X

Let’s talk!

Have a question or comment? Let us know.

Call Us:

877.772.1776

Email us:

[email protected]

You can also find us here:

Boston Independence Group
45 Lyman Street, Suite 17, Westborough, MA 01581

Advisory Services offered through CreativeOne Wealth, LLC an Investment Adviser. Boston Independence Group and CreativeOne Wealth, LLC are not affiliated.

Let’s talk!

Have a question or comment? Let us know.

Call Us:

877.772.1776

Email us:
[email protected]

You can also find us here:

Boston Independence Group
45 Lyman Street, Suite 17, Westborough, MA 01581

Advisory Services offered through CreativeOne Wealth, LLC an Investment Adviser. Boston Independence Group and CreativeOne Wealth, LLC are not affiliated.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. ARE-10581 21506 - 2021/11/2

Boston Area Retirement Planning Seminars & Workshops

Come experience what we're all about.

Boston Area Retirement Planning Seminars & Workshops

Come experience what we're all about.

Upcoming Events

Catch Gerry talking about having a confident retirement.

Catch Gerry talking about having a confident retirement.

Let’s talk!

[email protected]

Let’s talk!

[email protected]

Let’s talk!

Email us:[email protected]

Email us:
[email protected]