Find Peace Of Mind & ENJOY Your Retirement!

RSVP To Our 5 Steps to a Successful Retirement Workshop


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This Workshop is ideal for people 55-70 years old, close to retirement or retired and want to learn:

  • How to properly structure a retirement plan, to enjoy added peace of mind in retirement
  • How to create reliable and sustainable income in your retirement years
  • How to protect your house, savings and estate from the high cost of a nursing home, avoid probate and leave a legacy to your family

Rubino and Liang focus on ways to help you enjoy a comfortable retirement by outlining strategies for retirement income planning, such as how to create the correct pension, which you will be able to take home and utilize immediately. Attorney Phil Amaru will then break down the law aspect of estate planning to decide on the best legal structure to protect your assets based on the individual future you see for yourself. 

Upcoming Workshop Dates:


When: Thursday - November 29th, 2018 - 10:00 am

Where: La Cava Campus Center at Bentley University, Waltham | View on Google Maps +


Regional Emmy award-winning journalist Susan Wornick will be hosting our monthly retirement and estate planning workshops!


You’ve heard them say it a thousand times. Rule #1 –

Just don’t lose the money

But how do you put those words into action? Don’t just cross your fingers and hope your retirement plan will work for you. Make sure it happens. Come to one of our retirement and estate planning workshops! 

About the Retirement Planning Workshops

Sam and his team have been speaking to pre-retirees and retirees for the past 25 years, and they know what worries people the most when it comes to retirement. Using proven strategies, they will show you how simple it is to enjoy a worry-free retirement, and protect your estate for your lifetime and for your heirs. In easy-to-understand language, they take the mystery out of the myriad of retirement income options that can give you that much-needed paycheck for life, and what products are available today to protect your principal and keep your money safe.