27 Jan
Free Masterclass: Navigating Your Retirement

Description

Are You Financially Ready for Retirement?
Join our free 3-Hour Masterclass and learn how to maximize your financial future in retirement. 

Class Overview
Get step-by-step guidance on how to make the most of your financial future in retirement in our one-time, free 3-hour 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 don'ts
• 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 50-70 year olds – those who are executives, 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 help you confidently plan for your financial future.

Your Challenges
Investors today face high interest rates, inflation, tax law uncertainty, and market volatility. These factors can make it hard to prepare for your retirement. Our class is designed to assist in overcoming these hurdles so you can retire on your terms. 

Your Instructor
Your instructor is Luke G. Meekins, MBA, President of FleetStar Financial, LLC. He has over 25 years of experience working as a financial advisor. Prior to founding FleetStar Financial in 2004, Luke built much of his career working at investment giants like Bank of America, Fleet Bank, and New York Life. He was awarded the President's Club designation ten years running for his exceptional service to his clients and received national acclaim from Bank Investment Consultant magazine, which counted Luke among its "Top 50" advisors. After graduating with a bachelor's degree from the University of Massachusetts, Amherst, Luke earned an MBA with a concentration in finance from Boston University. Luke grew up in Edgartown and currently lives in Charlestown with his wife and two children.

Location and Course Materials
Attendees will enjoy a 3-hour interactive lecture format where participation and questions are encouraged but not required. Attendees will be provided with a free course workbook, enabling them to take notes and revisit the course content at their convenience. The course is located at Cambridge College, a private college based in Boston, Massachusetts.

Date and Time

Sat, Jan 27, 2024

9:30a - 12:30p EST

Location

Cambrige College

500 Rutherford Ave,
Boston , MA 02129

Note

Location and Course Materials: Attendees will enjoy a free 3-hour interactive lecture format where participation and questions are encouraged but not required. Attendees will be provided with a free course workbook, enabling them to take notes and revisit the course content at their convenience. The course is located at Cambridge College, a private college based in Boston, Massachusetts.

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