EDUCATIONAL FINANCIAL EVENTS

 
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6 Checkpoints of Retirement Workshop

Maximize Your Income in Retirement

There are many factors that influence the performance of your retirement investments and savings. Missing just one of these important elements can throw off your entire plan. Please join Citizen Advisory Group to learn how different factors can impact your retirement.

Dinner Event Highlights:

•    Ways to rescue your retirement if you've fallen behind or have withdrawn too much too soon.
•    The future of Social Security and Medicare and what policy change could mean for you and your family.
•    Strategies you can implement now to help protect your financial investments from a potential market downturn.
•    Essential estate planning documents you need right now and why it's critical that they remain up-to-date
•    How to position your assets now for the most tax-efficient income during retirement.
•    Ways to determine if your retirement accounts are exposed to too much risk and what you can do about it.

RSVP FOR YOU AND YOUR GUESTS BY CALLING 419-872-0204

(Reservations Required, Space is Limited)

 


Topics that are discussed at the educational financial seminars

Jeff Bucher from Citizen Advisory Group discusses the topics covered at the complimentary educational financial seminars. Citizen Advisory group holds seminar every month throughout Northwest Ohio.