Retirement 101: Planning for Success

Retirement Planning 101: Planning for Success

Did you know the average American spends more time planning a vacation than their retirement?

My goal is to help get your retirement on the right track and share tips on spending wisely & preparing for the unexpected, which is why I invite you to attend my next event, Retirement 101: Planning for Success , on Thursday, May 16th at 6:00 pm EDT at Otterbein University.

Our one night class is packed full of vital information all retirees need to know: This retirement course is designed to give you a concise version of everything you need to know to create a successful retirement.

Steps to Saving and Spending Your Retirement

Some of the topics we'll cover include:

Income Planning
- Social Security
- Pensions
- Efficient Withdrawal Strategies

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 & 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?

Hosted by:

John Shedenhelm

Live Comfortably in Retirement

You'll learn about how to navigate today's retirement challenges from recession, high inflation and higher taxes to the volatile market and life expectancy. We'll make sure you walk away with the 7 keys for a successful retirement strategy being taught by Harvard & Stanford professors.

We are eager to teach you how to not only obtain retirement but how to pay yourself comfortably while in retirement. There are a number of strategies to choose from. Join me for Retirement 101: Planning for Success to learn more!

One way you can help is by inviting the people you care about most to sign up with you!

This is guaranteed to set you on the right path whether you are just in the planning phase of saving or approaching your retirement years.

Course materials will be provided to anyone who brings 3 non-perishable items for the local Food Pantry.

Register below or by calling or texting 'Register' to (380)-600-9889

Can’t Wait To Share With You On Thursday, May 16th At 6:00 pm EDT! Register Below, Space is Limited!

When And Where
From May 16, 2024 - 06:00 PM To May 16, 2024 - 08:00 PM EDT
27 S Grove Street Roush Hall - Room 210 Westerville 43081 United States