Simplify Your RetirementBaby Boomer Retirement Course
This is a comprehensive personal finance course 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 strategy.
Click Here to Register
Course Location & Schedule
Sullivan Academic Center | Room 202
486 Chandler St.
Worcester, MA 01602
This course meets once a week for two consecutive weeks.
Saturdays, Mar 2 and Mar 9, 9:00 AM - 11:30 AM
Tuesdays, Mar 5 and Mar 12, 6:30 PM - 9:00 PM
(includes all course materials and fees)
**$10 discount if registered on or before 3
days prior to beginning of class**
- Couples may attend for a single tuition cost
- Fill out form
- Select dates on form
- Click the “Reserve Your Spot” button to register
- Follow the PayPal instructions
About Your Course Instructor
Gerry Dougherty, CLF, has been working in the financial service industry for 32 years, He is the host of Making Money Last, heard on WCRN AM830, Monday through Friday, 11am to noon. Gerry’s book, Uncomplicated Money, a complete retirement guide, is available on Amazon.com. Gerry’s retirement articles can be found on Kiplinger.com.
Gerry is on the faculty of the Financial Education Partnership, a non-profit dedicated to improving financial literacy. His company, Boston Independence Group, Inc., is located in Westborough, www.bostonindependencegroup.com Gerry is a Registered Investment Advisor.
About Simplify Your Retirement
Simplify Your Retirement is an independent financial education company. The goal of the Simplify Your Retirement course is to take the complexity out of retirement planning and to provide main street investors with the peace of mind about retirement. Our goal is to empower Baby Boomers to prepare for a secure and peaceful retirement.