Navigating Your Retirement Class

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Class Overview

Get step-by-step guidance on how to make the most of your financial future
in retirement in our one-time, 3-hour class. 

Class Topics Include:
• How much do you need to retire?
• What tax savings strategies can you use?
• Learn when to collect Social Security
• Get estate planning do’s and dont’s
• See common investment risks
• Learn the ins and outs of Medicare
• Get insider insights on trusts
• Understand health care planning needs

You Are

This course is geared for people 50-70 year olds planning for retirement. Whether you’re an executive, self-employed, or an employee in a government agency.

Your Goals

Whether you aim to build a substantial nest egg, safeguard assets, or maintain your lifestyle in retirement, this program will equip you with the tools to confidently plan for your financial future.

You Face

Investors today face high interest rates, inflation, tax law uncertainty, and market volatility. These factors can make it hard to prepare for your retirement.

Your Instructor:<br/>Luke G. Meekins, MBA, President of FleetStar Financial<br/>

Your Instructor:
Luke G. Meekins, MBA, President of FleetStar Financial

  • More than 25 years of experience working as a financial advisor
  • Founded boutique retirement planning firm FleetStar Financial in 2004
  • Built early career working at Bank of America, Fleet Bank and New York Life
  • Helps clients reach their individual financial goals in a number of planning areas, with particular expertise in retirement
  • income planning, wealth management, asset protection and estate planning
  • MBA, with a concentration in finance from Boston University and Bachelor’s degree from the University of Massachusetts, Amherst
Location

Location

Attendees will enjoy a 3-hour interactive lecture format where participation and questions are encouraged but not required.

The course is located at Cambridge College, a private college based in Boston, Massachusetts. Located at 500 Rutherford Ave, Boston, MA 02129

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