The #1 Dinner Workshop in Ohio*
Finally, a retirement workshop that talks about the four largest risks to your retirement—and how to avoid them. More retirees have attended our workshops in the last year than any other financial advisor in Ohio.* See why below.
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What to Expect at a Dinner Workshop
Topics We'll Address
Taxes
Planning for the largest tax liability in Retirement – your IRA.
Fees
The hidden Retirement fees charged by your Financial Advisor & Investments.
Market Risk
Explaining the right amount of market risk to take in Retirement.
Long-Term Care
Planning for the largest risk in Retirement – the nursing home.
