Workshops

Free Financial Planning Workshops

Not a sales seminar, our workshop series will clearly explain many of the important decisions you need to consider before developing a personalized financial plan.

FREE Retirement Planning Workshops - 2018

 

SOCIAL SECURITY PLANNING

If you've worked hard and saved for retirement, but still plan on using Social Security to fund some of your retirement, knowing the ins and outs could mean tens of thousands of extra dollars. At our Social Security workshops, you'll learn:

  • The ideal time to apply (changes are coming!)
  • Important information about spousal benefits
  • How to carefully time your 401(k) withdrawals
  • When to delay, when to file early, and why?
  • Tax implications that could save you thousands
  • And much, much more...

Social Security has gotten a lot more complicated. Once you apply, there's no turning back. Make the right call the first time when you attend one of our FREE Social Security retirement workshops.

Wednesday, August 8, 2018 | 6:30pm to 7:45pm (Click here to register)

Hilton Cincinnati Airport | 7373 Turfway Road, Florence KY 41042 

 

Thursday, August 9, 2018 | 6:30pm to 7:45pm (Click here to register)

Cooper Creek Event Center | 4040 Cooper Road, Blue Ash OH 45241

 

Saturday, August 11, 2018 | 10am to 11:15am (Click here to register)

Cincinnati Marriott North | 6189 Muhlhauser Road, West Chester OH 45069

 

RETIREE BEWARE! 

It's likely that at some point either leading up to your retirement or when you're in retirement, you'll encounter someone attempting to sell you something that isn't in your best interest.

At this FREE, ONE-DAY ONLY event, you’ll learn:

  • What popular financial products you must avoid
  • Why permanent life insurance is usually a mistake
  • Important differences between fiduciary and non-fiduciary advisors
  • And a whole lot more!

You’ve been saving for retirement for a very long time. Avoiding mistakes right now is crucial.

Tuesday, September 11, 2018 | 6:30pm to 7:45pm

Cooper Creek Event Center | 4040 Cooper Road, Blue Ash OH 45241

 

 

7 PERSONAL DECISION POINTS 

This FREE educational event will answer many of the most common questions we receive from clients who are facing retirement, including:

  • How much money do I need to retire?
  • How do I make my money last?
  • When should I take Social Security?
  • How do I minimize taxes?
  • What do I do with my IRA or 401k?
  • And more!

You’ll learn the exact process we walk each of our clients through when they meet with us. Come join the hundreds of people who have attended and benefited from our more than 25 years of retirement planning experience.

Tuesday, October 23, 2018 | 6:30pm to 7:45pm

Cooper Creek Event Center | 4040 Cooper Road, Blue Ash OH 45241

 

Thursday, October 25, 2018 | 6:30pm to 7:45pm 

Hilton Cincinnati Airport | 7373 Turfway Road, Florence KY 41042

 

Saturday, October 27, 2018 | 10am to 11:15am

Cincinnati Marriott North | 6189 Muhlhauser Road, West Chester OH 45069