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Get clear on the retirement decisions ahead of you — in one morning.
Social Security timing. Taxes on your retirement income. Medicare costs. Your estate. If you're retired or within about ten years of it, this three-hour class walks through the decisions that matter most — in plain English, in a classroom setting.
Reserve your seat
Seating is limited and classes typically fill. Registration takes about a minute — you're welcome to bring a spouse or guest.
What you'll walk away understanding
The course focuses on the practical decisions most people face in the years around retirement — so you can approach each one with clearer information.
Your income need. How to estimate how much income you may need in retirement — and where it could come from.
Social Security timing. The factors to weigh when deciding when to collect benefits.
Taxes in retirement. Tax-saving strategies that may help improve your financial efficiency.
Investment risk. Common investment risks and how they may affect long-term financial plans.
Medicare and health costs. How income levels may influence Medicare premiums and overall health care costs.
Future care planning. Planning for future health care needs and potential expenses.
Estate planning. Key considerations — including common mistakes to avoid.
Trusts. Key considerations when using trusts as part of an estate plan.
A class, not a sales seminar
Navigating Your Retirement is an educational course designed for individuals who are in retirement or preparing for it. In a university classroom, over three hours, we work through the financial decisions that shape your long-term plans — with real examples and time for your questions.
Whether your goal is to strengthen your understanding of retirement planning, prepare for an important decision, or simply gain clarity about the years ahead, the course is designed to give you helpful, easy-to-understand guidance.
Save my spot in class
Luke G. Meekins, MBA
Luke is President of FleetStar Financial, LLC and an Investment Advisor Representative with FleetStar Advisors, LLC. He has spent his career helping Boston-area families think through retirement — and he built this course to share what those years of client conversations have taught him.
Held on campus at UMass Boston
The class meets in a real university classroom on the UMass Boston campus — a comfortable, distraction-free setting on the Columbia Point peninsula, right on Boston Harbor.
You'll receive the exact building and room number, along with directions and parking details, in your confirmation email.
Beyond the classroom
The course is educational — but if you'd like help applying it to your own situation, these are the areas where FleetStar Financial works with families every day.
Retirement income planning
Retirement income often comes from a combination of employer plans, Social Security, personal savings, and investment accounts. Once you have a clearer picture of how much income you may need, the next step is evaluating each source and developing a coordinated income strategy designed to support your lifestyle over time.
Wealth management
Building an investment portfolio involves creating a strategy that reflects your comfort with risk, your time horizon, and the goals you're working toward. With appropriate guidance and a disciplined approach, investors may be better positioned to navigate market ups and downs and avoid common mistakes that can disrupt long-term progress.
Tax planning strategies
Managing taxes is an important part of building and preserving long-term wealth. Proactive tax planning can help improve investment efficiency and support better coordination between retirement savings, investments, and income strategies.
Health care and insurance
Insurance plays an important role in protecting the people and assets you've worked hard to build. Depending on your needs, this may include life insurance, health coverage, long-term care or chronic illness protection, and strategies designed to help safeguard your financial resources.
Estate planning
A well-structured estate plan can help ensure your financial affairs are handled according to your preferences and that your assets are transferred to your family or chosen beneficiaries in an organized, efficient manner. It can also outline your healthcare decisions if you're ever unable to communicate those wishes yourself.
Class dates fill up. Reserve your seat.
Spend one morning getting clearer about the decisions ahead — income, Social Security, taxes, health care, and your estate. Registration takes about a minute.
Questions? Call us
(617) 236-1700
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. We do not/will not sell your personal information.
Investment Advisory services are offered through FleetStar Advisors, LLC. FleetStar Advisors, LLC and FleetStar Financial, LLC are affiliated companies. Check the background of your financial professional on SEC's Advisor Check.