Many people don’t think about retirement until it’s just around the corner. But that may be too late. Preparing for retirement is one of the most important financial challenges you will face; which is why it’s imperative to gain as much information and knowledge as possible so you can have the best chance of enjoying the retirement you dream of.
That’s why I’m excited to offer my upcoming workshop to help educate the community with the tools and resources necessary to prepare for a successful retirement. Here’s what you need to know.
About the Course
This course has been taught at colleges and universities in the United States for decades and is still one of the most comprehensive seminars available on the subject. This three-part course will teach you ways to take charge of your finances for a more stable and comfortable retirement. In this course, you will learn how to:
- Make your dollars go further
- Invest to enhance growth potential and stability
- Use 401(k)s and IRAs to save for retirement
- Make wise use of employer-provided benefits
- Reduce your tax liability with tax-advantaged strategies
- Assess your retirement income needs and develop a plan
- Shield yourself and your family from economic hardship
- Make sound retirement plan distribution decisions
- Provide for your family and heirs
- Preserve your standard of living in retirement
By attending this course, you will gain confidence in your ability to make wise financial decisions about your future and will feel more prepared to face the financial challenges that may arise during retirement.
This course is open to the community and is best suited for those saving for, nearing, or already in retirement. Regardless of your income, occupation, or age, you can benefit from the information presented.
There will be two sessions offered in September (each session 3 weeks long), meeting either Tuesday or Thursday nights from 6:30-9:00 p.m. All sessions will be held at:
Hudson High School
2500 Hudson Aurora Road
Hudson, OH 44236
Session 1 (Tuesdays): September 13, 20, 27
Session 2 (Thursdays): September 15, 22, 29
Take the Next Step
Whether it’s keeping up with trends or discussing some other topic, my practice is dedicated to providing sound information to current and prospective clients. If you’re interested in learning more about how to prepare for a successful retirement, please give me a call to register for this class. You can also register online here.
Want to find out more about our services at Stratos Wealth Partners? Or do you already know you’re ready to work with a trusted partner to create a personalized financial road map? Schedule a complimentary introductory call by reaching out to us at 330-576-3912 or firstname.lastname@example.org.
Liam Guiney is partner, financial advisor, and client portfolio manager at Stratos Wealth Partners, an independent investment advisory firm providing personalized financial plans to help clients pursue their goals. With over 20 years of experience, Liam is dedicated to walking his clients through their financial opportunities and challenges, simplifying the complex so they can focus on what’s most important to them. Liam is known for building long-lasting relationships and focusing on individual needs to develop strategies that will help his clients prepare for their ideal retirements.
Liam graduated from the University of North Carolina Greensboro with a bachelor’s degree and earned a Master of Science at Wake Forest University. He is also a CERTIFIED FINANCIAL PLANNER™ professional. When he’s not working, Liam spends his free time with his wife, Alice, and their son, Nicholas. You can often find him exercising, golfing, or supporting his favorite community organizations through fundraising and volunteering, such as Catholic Charities, the Make-A-Wish Foundation, and cancer research organizations. To learn more about Liam, connect with him on LinkedIn.
This material was prepared for Liam Guiney’s use. Content in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.