Navigating Your Retirement
Designed for retirees and pre-retirees this educational retirement course will provide you with timely financial information and strategies to help you navigate your retirement confidently.
In this class, hosted by Luke G. Meekins, MBA financial educator, you’ll learn how to identify the phases of retirement, investment strategies, how to use tax laws to your advantage and more!
Register for Our Next Class
Tufts University
Saturday, March 28th 2026
9:30am to 12:30pm
Your Instructor
Luke G. Meekins
Your instructor is Luke G. Meekins, MBA, President of FleetStar Financial, LLC. Luke Meekins is an Investment Advisor Representative with FleetStar Advisors, LLC. FleetStar Financial, LLC and FleetStar Advisors, LLC are affiliated companies.
- More than 25 years of experience working as a financial advisor
- Founded boutique retirement planning firm FleetStar Financial in 2004
- Built early career working at Bank of America, Fleet Bank and New York Life
- Helps clients reach their individual financial goals in a number of planning areas, with particular expertise in retirement income planning, wealth management, asset protection and estate planning
- MBA, with a concentration in finance from Boston University and Bachelor’s degree from the University of Massachusetts, Amherst
About the Class
Identifying the phases of retirement can be difficult and understanding them has never been more important. Navigating Your Retirement® is designed to provide timely financial information and comprehensive strategies to those in or nearing retirement. This educational course will focus on the five pillars of retirement to help you navigate retirement confidently. Whether your objective is to learn financial strategies, give your life a new sense of purpose or make more informed financial decisions, Navigating Your Retirement® has something for everyone. REGISTER TODAY!
For more information please call: (617) 236-1700.
More Upcoming Events
Saturday, April 18th 2026
Tufts University
9:30am to 12:30pm
Saturday, May 9th 2026
Lasell University
9:30am to 12:30pm
Retirement Income Planning
How will you fund your retirement? If you’re like most people, qualified-retirement plans, social security, personal savings, and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Wealth Management
There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. We will work with you to understand your risk tolerance while listening to you and understanding what your financial goals are. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
Tax Planning Strategies
Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.
Health Care and Insurance
Insurance transfers the financial risk of life events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. Strategies can include life insurance, health care, chronic illness coverage, and asset protection.
Estate planning
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate. Proper estate planning can facilitate efficient distribution of assets and tax minimization.
