Retirement Planning for Different Life Stages
Oct 23, 2025 – Oct 23, 2025
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: October 23, 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