Retirement Planning for Different Life Stages

Join us for an exclusive seminar designed to provide you with the critical insights you need to plan your retirement through various life stages. Whether you're just starting to save or nearing retirement, this event will help you create a strategy that works for your unique needs.

We’ll also cover essential topics like identity theft and cybersecurity, with a special presentation by Tom McNamara, Regional Vice President at Eagle Life and our event sponsor. You'll hear from a top team of market analysts, strategists, and estate planners - all ready to help you protect your future.

What You'll Learn:

• Understanding the Markets: How economic conditions affect your retirement.
• Income Planning: Strategies for ensuring a steady income during retirement.
• Cybersecurity & Identity Theft Protection: How to safeguard your financial information and prevent fraud
• Estate Planning: Learn how to protect your wealth and provide for your loved ones.
• Additional Insights: Gain tips on tax planning, asset management, and more.

Event Details:

• Date: August 7th, 2025
• Time: 06:00 PM – 08:00 PM
• Location: Seasons 52 Restaurant, 6 Wayside Rd, Burlington, MA 01803

Featuring Expert Speakers:

• Ryan McSheffrey, President/Financial Consultant, Mill City Financial Partners
• Michael Monteforte, CEO & Managing Attorney, Monteforte Law, P.C.
• Tom McNamara, Regional Vice President, Eagle Life

Why Attend?

• Complimentary Food & Drinks: Enjoy free food and drinks while learning valuable financial insights.
• Interactive Q&A: Engage with experts to have your questions answered in real time.
• Valuable Networking: Meet others who share your retirement planning goals.

Secure Your Spot Today!

This event is completely free, but spots are limited. Don’t miss out on the opportunity to learn how to secure your financial future.

Also check out other Workshops in Burlington.