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Local Classes & Workshops

We offer “local” Retirement Solved classes and workshops in Massachusetts at: Worcester State University and Quinsigamond Community College, Worcester, MA; Mount Wachusett Community College in Leominster and Devens, MA; and at Middlesex Community College, Bedford, MA.

We are expanding the Retirement Solved educators network nationwide so please check back soon for more locations. In the meantime, see our schedule of local events below.

Class & Workshop Overview

Our 6 hour Retirement Planning class is offered in two different formats: 1) Two Saturdays, 9:30-12:30pm or 2) two week nights, 6:30-9:30pm. Every class offers a wealth of knowledge about retirement basics and “unique to retirement” planning strategies for a more confident and comfortable retirement.

Our 2-hour Workshop events offer a unique format to get a lot of information about your retirement plan in a short amount of time. We offer a variety of workshops on: income planning, investments, Social Security, long term care, Medicare, taxes and more.

Upcoming Schedule

COMING SOON…

 

Retirement Planning 101

Do Taxes in Retirement Matter? 

Her Retirement

“I have a 401k, money in CDs, a small annuity and a little money in some investments. I always thought it was enough. I never understood, until I attended your first class, why I should do all this planning.” -Jan W.

Here’s Some of the Things You’ll Learn in our Classes & Workshops:

 

  • How to determine exactly how much income you’ll need in retirement
  • Why the traditional 60/40 portfolio is dead
  • How to win when the market is up, but protect yourself against market losses
  • Major risks and threats you MUST address in retirement
  • How to use your home as a retirement asset
  • Key strategies for combating inflation and taxes
  • The difference between various types of annuities; the good, the bad and the ugly
  • Structure a retirement portfolio vs. traditional growth portfolio
  • The state of the Social Security system and how to time your claiming decision
  • Current laws and their impact on your estate plan

*Class fee is typically $49 and includes 6 hours of instruction, a 200-page workbook and a 1-on-1 Q&A session with your instructor after the class. Bring a guest/spouse for no additional fee. Workshops are typically free and include all materials and a 1-on-1 Q&A session with your instructor.