Boston Area Retirement Planning Seminars & Workshops

Come experience what we're all about.


Want to know more about who we are and how we can help you? Attend our next informational retirement planning seminar! We’d love for you to experience what Boston Independence Group is all about. Whether it’s an informative session or a client-appreciation event, we welcome the opportunity to get to know you better.

Boston Area Retirement Planning Seminars & Workshops

Come experience what we're all about.


Want to know more about who we are and how we can help you? Attend our next informational retirement planning seminar! We’d love for you to experience what Boston Independence Group is all about. Whether it’s an informative session or a client-appreciation event, we welcome the opportunity to get to know you better.

Upcoming Events

For baby boomers, there’s been a shift in retirement income planning when compared to previous generations. This is a comprehensive personal finance workshop 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 income strategy.

Date Time Topic City, State Location Register
November 12th & 19th 6:30 p.m. - 9:00 p.m. EDT p.m. Retirement is Within Reach Worcester, MA UMass Lowell Click here to register!
December 3rd & 10th 6:30 p.m. - 9:00 p.m. EDT p.m. Retirement is Within Reach Worcester, MA Worcester State University Click here to register!
  • Catch Gerry talking about having a confident retirement.


    Listen to Gerry on his weekday radio show, Making Money Last, America's Retirement Resource! running Monday-Friday at 11:00 a.m. on WCRN News & Talk AM 830.

    Listen Now →

    Catch Gerry talking about having a confident retirement.


    Listen to Gerry on his weekday radio show, Making Money Last, America's Retirement Resource! running Monday-Friday at 11:00 a.m. on WCRN News & Talk AM 830.

    Listen Now →
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