Sixty minutes. No products sold. I host free classes on Social Security, retirement income, and the other decisions that decide whether you sleep at night in this next phase. Pick a date that works for you.
See Upcoming DatesBefore you reserve a seat, take a moment to hear from the person who’ll be teaching. No call center, no junior associate — just me.
Every class is free, open to the public, and runs about an hour. Seats are limited per session.
Click Reserve My Seat on any class above, then fill in your details below.
Nothing is sold at the front of the room. Every class is built to give you the math and the rules in plain English so you can make your own decisions with confidence.
The math behind your check, the rules around spousal and survivor benefits, and how to read your own earnings record.
60 minutesThe five-year-out checklist. Income vs. savings. Sequence of returns. What changes the day the paycheck stops.
90 minutesWhat the salespeople won't tell you. The four types in plain English, where the math actually works, and where it doesn't.
60 minutesReal feedback from local pre-retirees who came to a Forbes Retirement class or consultation. Shared with permission.
I'm Matt. I founded Forbes Retirement Advisors in Fall River, Massachusetts to help people across Southeastern Mass and Rhode Island turn their savings into reliable retirement income.
When you sit down with me, you sit down with me — not a call center, not a trainee, not an assistant. Every class I teach is one I'd be comfortable sending my own parents to.
Important Disclosures: These are free educational classes presented by Forbes Retirement Advisors, LLC. Matthew Forbes is licensed in the Commonwealth of Massachusetts. The content of these classes is for educational and informational purposes only and is not intended as individualized tax, legal, or investment advice. Attendees may be invited to schedule a complimentary private consultation to discuss their individual situation. Insurance and annuity product guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. No product purchase is required to attend.
Forbes Retirement is not affiliated with the Social Security Administration, the Internal Revenue Service, Medicare, or any other government agency. Nothing presented should be construed as an endorsement or approval by any governmental agency.