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Relaxing Retirement Member Appreciation Events

Being a Relaxing Retirement Coaching Program™ member goes way beyond the traditional “client-advisor” relationship. Our annual Member Appreciation Events provide an opportunity to gather and celebrate at unique and memorable venues. Relaxing Retirement events provide something even more important: a place to socialize and have a lot of fun with all of our members who are all experiencing this unique stage in life.

One of our best takeaways from every event is watching members, who have never met before, become friends. And, watching members, who worked together for years before retiring, have the opportunity to catch up in a relaxed and festive atmosphere.

We are very aware that all of our members have options when it comes to helping them manage their financial affairs through this complex transitional phase of their lives. We always want them to know just how much we appreciate them choosing to work with us. Our events are one opportunity we take to say “thank you!”

It’s always a celebration when you are with like-minded people!

A Musical Evolution with Ken Arlen and The Evolution Orchestra at The Fairmont Copley Plaza Hotel

Our Relaxing Retirement members gathered at Boston’s famous and historic Fairmont Copley Plaza Hotel for an incredible night featuring Ken Arlen and The Evolution Orchestra from the windy city of Chicago!

After enjoying cocktails and hors d’oeuvres, we were greeted in the Grand Ballroom for dinner by the subtle sounds from a terrific quartet of their musicians.

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Prior to dessert, we were then treated to a little warmup tease by the Siren’s Rock Violins. Two female artists, backed up by more members of the band, got everyone moving with an incredibly unique performance playing violin and dancing at the same time.

After enjoying one of Fairmont’s famous desserts, the night kicked into high gear when the famous 14-piece Evolution Orchestra took the stage and didn’t stop playing for almost two hours while our members danced the night away through hit song after hit song!

In addition to playing music spanning several decades, one of the many unique qualities of Evolution was four different and extremely talented singers (two women and two men). Each was outstanding and captivating in their own way!

A Relaxing Night with the Arts and The Boston Circus Guild at Boston’s Museum of Fine Arts

Our members gathered at Boston’s famous Museum of Fine Arts for A Relaxing Night with the Arts featuring an incredible live performance by the Boston Circus Guild!

After enjoying cocktails and hors d’oeuvres in The William I. Koch Gallery, we all descended upon The Shapiro Family Courtyard for dinner and the show.

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The talented performers, dancers, and musicians of The Boston Circus Guild were outstanding and we received a ton of terrific comments about their performance.

I have to admit that I was holding my breath half the time out of fear! I’m always blown away by the abilities of those who can get up in front of a crowd and perform like that.

After the show, several members took the opportunity to explore the Art of Americas wing of the museum on all four levels. Many also chose to relax and enjoy dessert and cocktails in the beautiful setting of the Courtyard.

Our Relaxing Night at Fenway

with Dennis Eckersley

During the Boston Red Sox final playoff push in the Fall of 2017, our members gathered for A Relaxing Night at Fenway Park with special guest Dennis Eckersley.

After enjoying cocktails and “Fenway” hors oeuvres with Wally the Green Monster in the beautiful Dell EMC Club, we all headed up to The State Street Pavilion Club for dinner.

Hall of Fame Pitcher and Red Sox Broadcaster Dennis Eckersley then joined Jack on stage for an extensive conversation about his amazing career, his thoughts on major league baseball, and his experiences as a Red Sox broadcaster.

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As everyone in attendance saw, Dennis is a pro and couldn’t have been more accommodating and forthcoming. He was exactly what we hoped he would be which is the same easygoing guy we enjoy on Red Sox broadcasts.

Thank you to all of our members who asked questions, especially Jim Gaffey who brought down the house with his question about Eck’s use of “Salad”, “Hair”, and “Cheese” on Red Sox broadcasts!

After we were finished, everyone had an opportunity to meet Eck, receive an autographed picture, and have their picture taken with him. That was a sight to see as he commanded quite a crowd!

The Wine Pairing Show with Adam Centamore at The Fairmont Copley Plaza Hotel

Our members gathered at the beautiful and historic Fairmont Copley Plaza Hotel in Boston for The Relaxing Retirement Wine Pairing Show with Adam Centamore.

After enjoying cocktails, hors d’oeurves, and the tenderloin and pasta stations in the ballroom lobby, we all settled into the Grand Ballroom for the Wine Pairing Show.

Everyone in attendance received an autographed copy of Adam’s book: Tasting Wine & Cheese – An Insider’s Guide to Mastering the Principles of Pairing.

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Our night ended with The Fairmont Copley’s famous “Death by Chocolate” dessert back in the Ballroom Lobby. Despite it being a huge hit, we actually witnessed a first at one of our events: too much dessert!

Relaxing Retirement Casino Night II

at Gillette STADIUM

Our Relaxing Retirement members gathered for Casino Night…The Sequel down at Gillette Stadium.

The weather really cooperated and the venue down at the new field-level Optum Lounge made for a really neat atmosphere.

Cocktails out on the field turf patio with Pat the Patriot could have lasted two hours without any complaints. The sight of so many of our members taking pictures of the scenery and instantly sending them to their children and grandchildren was hilarious.

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The Gillette staff was great. Our Casino Productions dealers were terrific in working with both experienced and novice players. And, Mike the DJ hit another home run setting the perfect tone and even getting several members dancing again.

As I shared back at Casino Night 2014, and from knowing me so well, I’m not exactly a gambler.

And, as their Retirement Coach, I’m sure it could be frowned upon in some circles that we brought our members to a casino setting to gamble!

Not exactly a very good “Retirement Coach” strategy!

However, unlike most casinos, we had a ton of prizes to win, and none of our members went home with less than they came with because we provided everyone with $5,000 in “casino cash” to play blackjack, craps, poker, roulette, and the slots.

In addition to that, 74 members won prizes after taking a spin on The Relaxing Retirement Wheel of Fortune.

When the tables were closed, all of the chips were tallied and our top five chip holders walked away with some terrific prizes!

The Relaxing Retirement Cooking Show with Chef Joel Gammaron at Granite Links Golf Club

Our members gathered on a beautiful Fall evening down at Granite Links Golf Club for The Relaxing Retirement Cooking Show.Celebrity National Chef for Sur La Table, Joel Gamoran was excellent!

Joel demonstrated and prepared each course live on stage, and orchestrated the Granite Links staff as they simultaneously served our 200+ guests.

Quite a feat!

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Joel was the most prepared and most thorough entertainer we’ve ever worked with.

Twelve different members joined Chef Joel on stage to help him prepare each course and provided all of us with a ton of laughs.

At the conclusion of the show, Chef Joel conducted a Cooking Quiz where members at each table had the opportunity to win some carefully selected prizes from Sur La Table including 8” chef knives and specialty grill cooking pans!

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Wellesley Office Park
80 William Street, Suite 260
Wellesley, MA 02481

P 781-235-7550
F 781-235-7551
E info@TheRetirementCoach.com

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ASSESS: Retirement Strategy Assessment™

The assessment that helps you determine:

  • What questions should we be asking as we approach our retirement transition?
  • Are we on the right track given our retirement priorities?
  • What costly investment mistakes are we making?
  • What tax-saving opportunities are we missing?
  • What investment, cash flow, and risk management strategies should we focus on?
  • How can we protect ourselves and avoid hidden conflicts of interest?
  • Can we benefit from The Relaxing Retirement Coaching Program™?

MANAGE: Retirement Blueprint Management Program™

Your pre-scheduled Retirement Blueprint™ Reassessments and Retirement Bucket Reviews provide you with the step-by-step missing structure and disciplined support system you need to maintain your financial confidence in all financial conditions. You have answers to all of your questions so you can continue to live the life you’ve earned.

  • Are we still on the right track given our retirement priorities?
  • Can we afford to continue our pace of spending and gifting to our family?
  • Is our evidence-based investment system working and providing the market rates of return we need to protect our purchasing power and make our Retirement Bucket™ of investments last?
  • What is our strategy when the stock market crashes?
  • Are we on track to meet our IRA Required Minimum Distribution?
  • What is our strategy when tax laws change? Is our withdrawal strategy to support our cash flow needs still tax efficient?
  • Should we reposition our investment holdings to reduce our taxes? Can we benefit from tax loss harvesting?
  • How can we strategically donate to our favorite charities and schools?
  • How should we pay for our next car?
  • How much can we afford to help our family financially? What’s the best strategy?
  • How can we prepare our family for when we’re no longer here so it’s financially seamless and not a burden to them?

IMPLEMENT: Retirement Blueprint Implementation™

Our dedicated team helps you coordinate and implement each step in your custom-designed Retirement Blueprint™ Action Plan answering your most important questions:

  • What steps should we take to implement our Retirement Blueprint™ Action Plan?
  • Who handles all the necessary paperwork and phone calls to get us on track so we don’t make costly mistakes?
  • How are deposits delivered from our Retirement Bucket™ of investments directly to our checking account for our cash flow needs?
  • Who will help us draft and coordinate our updated estate plan, and help re-title our assets and beneficiaries?
  • Who can help us independently shop for cost-effective insurance coverages: home, auto, umbrella, life, and long term care (if we need to update coverages)?
  • How and where can we independently monitor our investments on-line when we want to?

BLUEPRINT: Retirement Blueprint Development™ and Review

A meticulous step-by-step Retirement Blueprint™ is crafted and reviewed with you answering your most important questions:

  • Can we afford to stop working and retire (if we choose to)?
  • How much can we afford to spend without running out of money?
  • What investment rate of return do we have to earn to outpace inflation and protect our purchasing power?
  • What evidence-based system should we use to help our Retirement Bucket™ of investments last in all market conditions?
  • Which investment accounts should we draw from to support our spending needs each year?
  • When should we strategically begin accessing social security?
  • What is our short and long-term strategy to reduce our income taxes and increase cash flow?
  • What are cost-effective ways to protect ourselves if we get sick and need care?
  • What steps should we take to protect my spouse when I’m not here?
  • How can we make sure that everything we’ve worked so hard for seamlessly passes to who we want without delays, probate fees and estate taxes?
  • Can we afford to buy a vacation home or should we rent?
  • Can we afford to help our grandchildren with college costs?

PREPARE: Retirement Confidence Preparation System™

Access the essential tools and resources for preparing personal financial information so you can make accurate, calm, rational decisions based on your unique circumstances and priorities, including:

  • What is our retirement timeline of important dates and deadlines?
  • What information do we need to make educated retirement decisions?
  • What tools can we use to determine what our ideal retirement lifestyle will cost?
  • How should we prepare for large expenses in the future?
  • How much will we receive from pensions and social security under all scenarios?
  • What cost of living raises can we expect?
  • How much do we have we built up in our Retirement Bucket™ of investments?
  • How will each of our investments be taxed?