Retirement Planning Workshops
In or Near Retirement?
You Need a Retirement Planner.
The tools and strategies you needed to climb the Retirement Mountain are different from the ones you’ll need to get down.
WE ARE FOCUSED ON EDUCATION
At Citizen Advisory Group we are committed to helping retirees and pre-retirees Build, Protect and Preserve their assets. Throughout the year we host many complementary dinner events aimed to educate and provide crucial information for those at or nearing retirement.
Important Topics Covered Include:
SIX CHECKPOINTS OF RETIREMENT
Are you prepared for all areas of retirement?
Will your retirement income come up short if the markets drop sometime during your retirement?
What tax bracket will you likely be in during retirement, and how does that influence your financial strategy?
How much money will you need to save so that you don’t run out?
How can you maximize your benefits and protect your spouse?
At what age will you likely need assisted care, and how much will it likely cost?
How much money can you take each year? How does that change if the markets decline?
RSVP for an upcoming event by calling the Citizen Advisory Group office at 419-872-0204.
Upcoming Workshop Dates (All Events Start at 6:30PM)
Tuesday, September 19th: Rockwell’s
Thursday, September 21st: Final Cut
Tuesday, October 3rd: Mancy’s (Findlay)
Thursday, October 5th: Mancy’s (Findlay)
Tuesday, October 10th: Rockwell’s
Thursday, October 12th: Final Cut
Tuesday, October 17th: Rockwell’s
Thursday, October 19th: Final Cut
Wednesday, November 15th: Bay Harbor (Sandusky)
Thursday, November 16th: Mancy’s (Findlay)
Tuesday, November 28th: Cooper’s Hawk
Thursday, November 30th: Final Cut
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