Complimentary Retirement Income Workshop at Middlesex Community College

You and a guest are invited to join us for a special presentation hosted by the emerging leader in retirement education. Register below!


How to Create an Efficient & Sustainable Retirement Income for Life?

The number one goal of retirement (besides health), is to make sure your money lasts as long as you do. To do this effectively, you’ll need an “Efficient & Sustainable” retirement income for life. There are a number of “retirement optimized” income strategies that all pre-retirees should understand and then deploy in retirement. These strategies in the “distribution” phase of life are completely different than in the “accumulation” phase of life. In this COMPLIMENTARY two-hour workshop, we’ll reveal these strategies and how they apply to your unique situation. Don’t miss it!


Choose a date & click the link below to register. Seating is Limited.

Middlesex Community College, Bedford, MA
Wednesday, February 27, 2019 | 6:30-8:30pm Henderson Hall | Room 212

Middlesex Community College, Bedford, MA
Saturday, March 2, 2019 | 9:30-11:30am Henderson Hall | Room 219



What You’ll Learn:

  • Retirement Income Sources: we’ll review all the various income sources you can access during retirement and give some tips on beefing those up in the final sprint to retirement.
  • The Accumulation Phase vs. the Distribution Phase: why it’s necessary to change your mind-set and your strategy in the “distribution” or retirement phase of life.
  • The Retirement Ready Portfolio & Generating Guaranteed Income: understand the importance of making adjustments to your portfolio, reducing volatility and how to generate guaranteed income streams.
  • Retirement Distribution Planning: how to position your savings with asset location to potentially minimize taxes and maximize cash flow in retirement, and how to efficiently harvest your income sources
  • Maximizing Social Security: how to determine the right Social Security timing strategy so you don’t leave any money on the table. We’ll also discuss how to reduce Social Security taxation
  • Protecting Your Income from Risks: understand the main risks (volatility, longevity and inflation) to your retirement income and how to minimize them to the greatest extent possible
  • Minimizing the Impact of Taxes on Your Income: there’s a myriad of little known strategies to help you give as little of your hard earned income to Uncle Sam as possible.
  • Using Your Home Equity in Retirement: we’ll discuss the misunderstood “swiss army knife” of retirement planning…your primary residence.


This workshop is designed to help you learn about important income strategies and create a plan so that you may maximize your income in retirement and retire with confidence! Join us to discover:

  1. How to create a retirement income stream you cannot outlive.

  2. How to maximize your Social Security income & take advantage of spousal benefits. 

  3. Strategies that may boost your retirement income and potentially reduce your taxes.  

And much more!