Secure Your Horizon!
Complimentary Course Retirement 101:
Planning for Success
A One-Night Class for Pre-Retirees and the Newly Retired
Columbus Class Dates
Cleveland Class Dates
Retirement 101
You probably already have the basics covered. But retirement – just like everything else in life – is seldom as simple as the basics.
You’ve contributed to a 401(k), 403(b), 457(b), or IRA.
You might be lucky enough to have a pension.
And you’ve paid into Social Security since you were a teenager.
But big questions still remain.
- Have you saved enough?
- How do you maximize what you’ve saved?
- When’s the best time to start taking Social Security?
- Have you prepared for long-term care?
This list of questions can get quite long, and anxiety levels can get quite high. The only way to reduce this stress – and ensure you’re ready to enjoy retirement – is to get your questions answered.
And that’s exactly why we created our Retirement 101 one-evening course for the recently retired or those approaching retirement.
“My husband and I have been saving, but we didn’t know what was next. When can we retire? How can we make our money work for us? As you get older, it’s scary. We wanted to learn more about how we could grow wealth, and not just rely on saved wealth in case something would happen. The class is great. You can ask questions. I truly felt like this was an education.”
— Anne V. (Columbus, OH)
Come with Questions. Leave with a Plan.
This informative session is packed full of vital information that all retirees need to know, and ample time to answer your questions.
While no one-time course will have you 100% prepared for everything life, the economy, and retirement might throw at you, this course will give you the confidence to identify your next steps to charting your course for a successful, enjoyable, and low-stress retirement.
Income Planning
- Social Security – Knowing the rules and maximizing your benefits.
- Pensions – Making the most of one if you have a pension, and creating reliable income if you don’t.
- Efficient Withdrawal Strategies – Making the most of your different accounts, funds, and investments, to reduce or avoid any taxes, fees, and possible penalties.
Financial Concerns
- Protecting Your Profits during Volatile Markets.
- Preparing for Inflation and Taxes.
- Understanding the Differences among Advisors.
- Using Proven Strategies to Ensure You don’t Run Out of Money in Retirement.
Preparing for the Unexpected
- Longevity Planning
- Healthcare Planning
- Survivorship Planning
Putting Your Learning into Action
- Every attendee is eligible for a free, no-obligation, in-depth retirement plan.
- If you are interested, one of our team members will help you set up a meeting time and location that works best for you.