Pre-Retirement Seminar

Bank Employer:

Participant’s name:

Email address (for Zoom link and materials):

Are you married?

Yes

No

If married, spouse’s name:

If married, spouse’s date of birth:

Month

Day

Year

If spouse or guest will be attending the seminar with you, please indicate their name:

When do you plan to retire? (month/year)

Note: all information on this form is confidential for CBERA’s use only.

If attending in person on September 15, please indicate your preferred lunch entree, otherwise please select Zoom:

Chicken

Vegetarian

Zoom

If a guest is attending with you on September 15, please indicate their preferred lunch entree or select Zoom (leave blank if no guest is attending):

Chicken

Vegetarian

Zoom

If attending in person on September 16, please indicate whether you (and your guest) are interested in a boxed lunch to go; otherwise please select Zoom:

Yes boxed lunch

No boxed lunch

Zoom

If you need additional information, please call Terry at CBERA at

(781) 551-8500, ext. 205.

Please notify your HR Team that you have registered to attend this seminar. An invoice will be sent to them for your attendance fee.

Pre-Retirement Seminar

September 15-16, 2026 Please complete this form no later than August 28, 2026

September 15-16, 2026

Please complete this form no later than August 28, 2026