Retirement 101: Planning For Success
Retirement 101: Planning for Success
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.
Join us on Tuesday March 12th OR Thursday March 14th 2024.
Topics Include:
Low-Risk Investing
Identify the risks and fees in your current investment portfolios and retirement plans
Retirement Planning
Review the Pros and Cons of popular asset classes
Tax Strategies
Learn how to straddle tax rates to leverage Roth conversions
Long-Term Care
Avoid the $300,000+ liability affecting over 70% of people age 65 and older
Legacy Planning
Prepare for the benefits and downfalls of the SECURE Act and SECURE Act 2.0
Hosted by:
John Shedenhelm
Meet Your Professor John Shedenhelm
John Shedenhelm is CEO of Eagle Financial Solutions and co-author of the book “The Secret to Lifetime Financial Security.” Together, with Eagle Financial Solutions team of advisors, John has helped more than 800 individuals and business owners grow their wealth, reduce their taxes, and work toward their dreams of financial security.
Through John’s leadership, the Eagle Financial Solutions team has put its clients on track to build more than $400 million of additional wealth through safe, tax efficient proven financial strategies. That’s why John’s clients think of him as their “secret weapon,” helping to grow and safeguard their wealth.
As a team-based model consultant, John also strives to create teams to meet his clients’ unique needs so he can offer comprehensive and proactive solutions. He draws on a team that includes tax and legal strategists, financial specialists, and business consultants to streamline his client’s opportunities and priorities.
John lives in the Columbus area with his wife, Maryanne and their two children. When John’s not working, you may find him watching his son’s college basketball games or following his daughter in her new career as an assistant soccer coach for a college in Ohio. John is also active in the community and his local church.