Gaps = “Income Problems”
Health Care Options for Early Retirees
Long Term Care
What Happens After You Are Gone?
Tax Analysis
II. Income Planning
Inflation
Market Volatility
Losses Hurt You More Than Gains Help You
Conflicts of Interest
Fee-Based Fiduciaries
What’s Your Income Stream?
What Does Your Pensions Look Like?
Social Security
Accumulation Phase
Distribution Phase
Retirement Income Myths
III. Case Studies
Your instructor will take you through a series of 5 case studies using anonymous data from existing client cases.
The goal of this class is to give you the tools you need to put together a written retirement financial plan that will help to guide you to and through retirement. Those who attend one of our classes have the opportunity for a free, no-obligation, in-depth retirement plan.
Classes are from 6:00pm-8:30pm
Columbus Metropolitan Library • New Albany Branch • Meeting Room 1
200 Market St, New Albany, OH 43054
By checking this box, I agree to receive text messages from Eagle Financial Solutions about these classes. Message & data rates may apply. Reply STOP to opt out or HELP for more information. View our Privacy & Disclosures.
San Antonio, TX 78258
Eagle Financial Solutions is not an accounting firm, the materials presented are not intended to be specific tax advice. You should consult a CPA prior to taking any action.