You are invited to a FREE educational course that will teach you what you don’t know about investments, taxes, retirement, social security, long-term care and estate planning. There is no cost or commitment for attending the event.
Save Your Spot Today!
Monday, August 12th
Thursday, August 15th
- OR -
6:00 PM
6:00 PM
Columbus Metropolitan Library
New Albany Branch
200 Market Street
New Albany, OH 43054
THIS ONE-NIGHT CLASS IS PACKED FULL OF VITAL INFORMATION ALL RETIREES NEED TO KNOW.
Our retirement course is designed to give you a concise version of everything you need to know to create a successful retirement.
INCOME PLANNING
Social Security
What you need to know about recent changes.
How to maximize benefits and when the deadlines are.
Picking the strategy that’s right for you.
Pensions
How to pick the option that’s right for you.
How to create a reliable income stream if you don’t have a pension.
Efficient Withdrawal Strategies
Learn about the SECURE Act 2.0 and how to coordinate taxable, tax-deferred, and tax-free investments.
FINANCIAL CONCERNS
Today’s Market is Uncertain; What Now?
How to Help Protect Your Profits from a Volatile Market.
Preparing for Inflation and Taxes.
Understanding the Differences Between Advisors.
Running Out of Money and Strategies to Help.
PREPARING FOR THE UNEXPECTED
How to Determine Your Worst-Case Scenario: Survivorship Planning.
Planning for Longevity.
Health Care Planning.
What Happens After You’re Gone?
HOW TO NAVIGATE TODAY’S RETIREMENT CHALLENGES.
From Recession, High Inflation, and Higher Taxes to the Volatile Market and Life Expectancy.
THE 7 KEYS FOR A SUCCESSFUL RETIREMENT STRATEGY
Learn the strategies being taught by Harvard & Stanford professors to maximize your retirement.
