100% Free. · Zero selling in the room. · No high-pressure follow-up.

Upcoming Schedule

Two ways to learn: Retirement 101 & Social Security.

One evening, one focused topic. Retirement 101 covers the full framework. Social Security covers filing strategy. Both free, both open to anyone in South Coast MA & RI. Bring your spouse and a notepad.

Jump to Retirement 101 ↓ Jump to Social Security ↓

Class · One Night

Retirement 101.

Ninety minutes on the four parts of a retirement plan: income, Social Security, taxes, and protection. Hosted by local libraries and adult-ed programs. Free. Nothing sold in the room.

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Sessions tend to fill 7–10 days before. Earlier is better.

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Real feedback from local pre-retirees who came to a Forbes Retirement workshop, class, or consultation. Shared with permission.

Important Disclosures. Forbes Retirement Advisors, LLC is a Massachusetts insurance and annuities firm. Matthew Forbes is a licensed insurance producer in the Commonwealth of Massachusetts (Producer License #22079142). The content of this website is for educational and informational purposes only and is not intended as individualized tax, legal, or investment advice. Insurance and annuity product guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company.

Forbes Retirement Advisors, LLC is not affiliated with the Social Security Administration, the Internal Revenue Service, the Centers for Medicare & Medicaid Services, or any other government agency. Nothing presented should be construed as an endorsement or approval by any governmental agency.

422 N Main Street, Suite 203 · Fall River, MA 02720 · (508) 258-9027