Simplify Your Retirement Comprehensive Retirement Income Course

Worcester, MA

Simplify Your Retirement provides comprehensive personal finance information 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 other considerations into your overall plan. Upon completion, you’ll be better prepared to take the necessary steps to create your own retirement strategy.

Course Location & Schedule

New workshops are being setup, please check back soon.


Tuition $59
(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
Questions? Call your course instructor at 6174605420.
Register Now!

About Your Workshop Instructor

Gerry Dougherty Worcester, MA

Gerry Dougherty

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 Gerry’s retirement articles can be found on

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, 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 retirees with confidence when it comes to retirement income. Our goal is to empower Baby Boomers to prepare for a stable and predictable retirement income.

Licensed Insurance Professional.