Retirement 101: Planning For Success

Featuring Your Professor:John Shedenhelm

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, June 24th

Thursday, June 27th

- OR -

6:00 PM

6:00 PM

Columbus Metropolitan Library

Dublin Branch

75 N High St

Dublin, OH 43017

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.

And Much More!

RETIREMENT 101: PLANNING FOR SUCCESS

Investment advice offered through Financial & Tax Architects, Inc. (FTA). FTA is a Registered Investment Adviser