2017 Retirement Bootcamp - Boston Area: May 9, 2017


May 9, 2017 ­­– Boston Area

Courtyard Boston Milford
10 Fortune Boulevard
Milford, MA 01757-1745


Brett offers the latest insights on discussing the following with your clients::

  • Starting a second career or working part-time
  • Pursuing personal interests/volunteer work
  • Planning for a longer life expectancy and the associated health care/living costs
  • Possible need for financial support of adult children and/or the retirees parents (negative inheritance)
  • Changes in Social Security and Medicare
  • Receiving a Pension vs Rolling it to an IRA / single life vs other pension options
  • Protecting tangible assets such as home, vacation home, and/or rental properties
  • Maintaining proper estate documents
  • Deciding on the legacy you wish to leave
  • And much, much more!

10 CFP CE credit hours and 10 Insurance CE credit hours for MA, CT, RI, VT, NH insurance licensees.



$475 for non-Audio insights and FPRC members, $425 for members.  To become a member, Click Here.

Includes presentation, lunch, snacks and refreshments throughout the day, and a cocktail/networking reception afterwards.


Tuesday, May 9, 2017 - 9:00am to 5:00pm
Price: $475.00