Planning to retire or already retired?  Do you have questions about where and how to invest your retirement savings in this volatile and uncertain market? Do you know how to take withdrawals from your retirement assets without running out of money?  Are you prepared for the possible tax changes and are your retirement funds properly positioned? These are life-changing financial questions-don’t just guess at them. 
Reservations are requested, and MASKS ARE REQUIRED to sit in on this program. Please call the library at 330-657-2291 or email us at info@peninsulalibrary.org to register.
September 16:  Retirement Income Planning:  Find Out How Much You Need. 
Don’t just assume you can retire, spend an hour with us and find out the facts.  Are you prepared to retire or far from it?  This class will take an in-depth look at some common and very costly mistakes retirees make with their investments.                  

September 23   Your Retirement and Your IRA:  Avoiding Costly Mistakes While Keeping More of Your Retirement Money. 
For most Americans, IRAs are their largest retirement assets.  Don’t neglect this account, learn the proper way to transfer 401(k)s, 403(b)s, how to deal with IRA pension rollovers and the potential of changing tax laws affecting these accounts!   

September 30:  Sound Investing for Retirees.     
Confused and overwhelmed by this volatile market?  Are you second-guessing your investment strategy? As more and more people approach retirement, the need for a solid understanding of basic economic and investment concepts increases.  Many Americans just don’t know how to invest their assets for income and which asset classes are appropriate for retirees.  Questions about assets, stocks, bonds and more will be answered in this hour long program.

 

James C. Sexton III, CFP® and Gage Paul CFP® of Western Reserve Capital Management lead these intensive one-hour classes which are designed to help you become financially aware in this complex and challenging environment.