Jack Phelps, ChFC,
The Retirement Coach,
Cordially Invites You
To Receive His
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Relaxing Retirement
Events |
To further maintain the financial confidence of our clients, twice each year I host an Inner Circle Event, including lunches, barbecues, dinners, etc.
This is a closed-door event which is only available to our Inner Circle members. In addition to benefiting from the wisdom of our expert guest speakers, you have the opportunity to meet and be around other members who are sharing similar 'life' experiences.
Recent expert guest speakers have included:
Sean Rockett, M.D.
"Treating Arthritis:
A Joint Effort"
Given that the average age of a person we work with is in their 60s when we meet for the first time, in addition to seeing a wide range of what I refer to as "financial health", I also see a wide range of "physical health" as well. Some in fantastic health, and others who are not.
The challenge is that you can have all the money in the world, but if you don't have vibrant health to enjoy it, that money really isn't worth very much to you!
That's why I chose to have Dr. Sean Rockett, Board Certified Orthopaedic Surgeon and Assistant Clinical Professor at Tufts University School of Medicine, as our expert guest speaker.
Dr. Rockett did a terrific job breaking this complex issue down into a format that we all could understand and learn from. When Dr. Rockett was finished, he fielded over 50 questions from the group! As we do at all of our events, we passed a microphone and many Inner Circle members had an opportunity to ask questions directly to Dr. Rockett.
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Ed Estey from
Harvard Pilgrim Health Care
One of the challenges everyone faces in retirement is what to do about health insurance, and most recently, Medicare Part D.
Ed did a terrific job laying out all of the options available today in 'plain English'. |
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Jay Bernten and
Jeff Weise from
Vista Travel
Traveling is a big part of the lives of many of our Inner Circle members.
Jeff and Jay introduced us to some wonderful travel opportunities and experiences that are way beyond what we can find by 'surfing the Internet'.
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Sam Wardwell, Director of
Investment Communications at Pioneer Investments
Sam, a frequent contributor to CNBC's Squawk Box, discussed "Breaking Down The Wall of Worry" The U.S. Economic and Market Outlook.
As opposed to the sensationalized news that is 'selectively chosen' and reported every day, Sam's presentation was all based on solid economic numbers.
It was a real eye-opener for everyone in attendance.
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Inner Circle Members also receive a CD recording of our expert guest speaker, along with any handouts given to attendees.
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Jack Phelps, ChFC
The Retirement Coach
The Relaxing Retirement Coach, Inc.
20 William Street, Suite 110 · Wellesley MA 02481
Phone: (781)-235-7550 · Fax: (781) 235-7551
Relaxing Retirement Member Privacy Policy
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