At this hands-on workshop you will learn....

  1. If you are on track for a comfortable retirement
  2. Why waiting to collect Social Security could actually cost you money
  3. How putting your 401(K) into an IRA could be a mistake
  4. Why signing up for Medicare on the wrong date could cost you

This interactive workshop will provide you with the necessary steps you need to put it all together in a comprehensive and logical way.

Please pass this on to someone that may be interested.

This seminar is for educational purposes only. Financial Planning Solutions, LLC is a fee only registered investment advisor and therefore has no products to sell.

This is NOT a dinner seminar. The focus will be on learning.
To reserve your seat, click the "Register Now" button above. Or call 617-630-4978.

Who should attend? 

You are recently or close to retirement and concerned if you will be okay financially

Please note: Space is limited and you must pre-register. Can't make it on the 23rd?, Schedule a complimentary one-on-one 30 minute call with Lyman or Rick by clicking HERE to see Lyman or Rick's calendar.

Click HERE for directions to Mt. Ida College at UMASS
777 Dedham Street, Newton, MA 02459. Free Parking

Rick Fingerman, CFP®,CCPS® CDFA ® , 

Specializes in working with women in transition and those approaching or in retirement. He has over 25 years’ experience in helping folks avoid the pitfalls one could encounter in retirement.



Lyman Jackson,CFP®,AIF®, 

Has been helping families plan for retirement for over 25 years.
Financial Planning Solutions, LLC is an independent fee-only Registered Investment Advisor. 120 Wells Ave. Newton, MA 02459 www.planwithfps.com