Simplify Your RetirementBaby Boomer Retirement Workshop

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 their considerations into your overall plan. Upon completion, you’ll be better prepared to take the necessary steps to create your own retirement strategy.
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Course Location & Schedule

Worcester State University
Sullivan Academic Center | Room 127
486 Chandler Street
Worcester, MA 01602

This workshop meets once a week for two consecutive weeks.
Saturdays, Sep 21 and Sep 28, 9:00 AM - 11:30 AM
Tuesdays, Sep 24 and Oct 1, 6:30 PM - 9:00 PM

Registration

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.
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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 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 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.

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