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Our Seminar Schedule

NEW DATES - REGISTER on OUR EVENTS PAGE

SOLVING THE RETIREMENT INCOME PUZZLE

The Path to Independence and Choice in Retirement

  • Understanding the five biggest challenges to retirement income planning
  • Why changing your investment philosophy upon retirement is critical
  • The importance of segregating your income producing assets from your growth assets
  • Do you really know how long your money will last in retirement?
  • Navigating the tax code when positioning assets to generate an income
  • Understanding your options when planning for retirement
  • Maximizing your Social Security benefits with proper analysis and planning
  • Strategies for reliable, inflation-adjusted, sustainable income throughout your retirement

Dates: July 25, 2017 or July 27, 2017 at 6:00pm

Location: Peoples First Savings Bank, 225 Reading Rd, Mason OH 45040


SOCIAL SECURITY PUZZLE SEMINAR

Optimizing Your Social Security

  • Learn How the New Laws Affect YOU
  • Explain when, what, and how to File
  • Assist you in making the best choice for your retirement plan
  • Reveal the real value of your benefits

Dates: August 3, 2017 at 6:00pm

Location: Peoples First Savings Bank, 225 Reading Rd, Mason OH 45040



ESTATE PLANNING AND PRESERVING YOUR WEALTH SEMINAR

Estate Management is effective in managing your financial and personal affairs during your lifetime:
and second, distributing your wealth after your death. Through effective estate management you
can avoid needless expenses in legal costs, and you can provide for loved ones who may not be
protected otherwise.

  • Estate Documents - Financial and Health Documents
  • Life Insurance
  • Wills
  • Trusts

Dates:



SOLVING THE RETIREMENT INCOME PUZZLE

The Path to Independence and Choice in Retirement

  • Understanding the five biggest challenges to retirement income planning
  • Why changing your investment philosophy upon retirement is critical
  • The importance of segregating your income producing assets from your growth assets
  • Do you really know how long your money will last in retirement?
  • Navigating the tax code when positioning assets to generate an income
  • Understanding your options when planning for retirement
  • Maximizing your Social Security benefits with proper analysis and planning
  • Strategies for reliable, inflation-adjusted, sustainable income throughout your retirement

Dates: To be determined


HEALTH AND WEALTH SUMMER SEMINAR SERIES 

Plant Based Food and the Importance of Veggies and Estate Planning

Are you working hard to live a longer life without investing to enjoy it? Think about it. Maybe you’re doing the right things to live a longer,healthier life — eating right, exercising, taking time to relax and spending time with loved ones. But if you’re not getting yourself financially prepared for longer life, you’re only getting half the job done.

Dates: 

 

RSVP to Beth at 859-291-9290 or Register on our Events Page