We are pleased to conduct our Retirement Series of educational seminars and workshops for small groups within your community. Topics vary and rotate depending on the desires of the local community. We appreciate your input on topics you would like to see covered!
“Retirement Series” Winter 2019 Schedule – Coming Soon!
PREVIOUS “Retirement Series” Fall 2018 Schedule
For fall of 2018, all seminars and workshops will be held at 1200 Davisburg Rd, Holly, MI 48442. Register at Springfield Parks and Recs at Retirement Series. Each class is approximately 90 minutes starting at 6:30 pm.
Sept 27 – “Successful Aging”
I will focus on the ‘soft’ or non-financial aspects of preparing for your retirement. A workbook will be provided for this session.
Oct 4 – Investing During the Retirement Years
“Investing During the Retirement Years” sets up and compares various investing strategies that are designed to last throughout the retirement horizon (until age 95).
Oct 25 – Social Security and Medicare
I will cover the basics of optimizing these benefits to maximize your income and health benefits.
Nov 1 – “Case Studies”
“Case Studies” which is the final segment consisting of demonstrations of retirement planning scenarios using our financial planning software. I’ll show the benefits of Social Security optimization, tax-efficient withdrawal strategies, Roth Conversions, and more.