$25 per person or $35 for 2 family members.
Class will be held at the Beverly Senior Center.
This course will answer the primary concern of pre-tirees: “Meeting my lifetime income needs-will I make it?”
Workshop attendees will learn:
Social Security Planning—Optimize Your Social Security Claiming Strategy
Medicare Overview—How to Choose the Right Medicare Plan
Four Risks to Your Financial Security in Retirement—Meeting Your Lifetime Income Needs
Five Strategies to Help Reduce Your Retirement Income Risk
INTRUCTOR BIO: Larry Albert is a Certified Financial Planner with Cantella and has lived in Beverly for over 20 years. Larry’s practice focuses on helping individuals and families develop practical strategies for accumulating, preserving and distributing their assets. He has extensive experience helping individuals plan for successful retirements. Larry holds an MBA in Finance from Boston University. He is a FINRA Series 6, 7, 63 and 65 registered representative. Securities and advisory services offered through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge markets securities and advisory services through Cantella. Cantella is owned and operated by Cambridge and its affiliates.
