Smart Retirement Series
Class #1 Retirement Income & Tax Strategies April 16, 2025 at 6pm
Class #2 Investments & Withdrawal Strategies April 17, 2025 at 6pm
Are you planning to retire or already retired? Do you have questions about where and how to invest your retirement assets in this environment of market volatility and uncertainty? Do you know how to take income from your retirement accounts in a tax-efficient manner? Are you concerned about running out of money in retirement?
If the answer is yes to any of these questions, then this class could be very helpful to you at this important time in life.
Join James C. Sexton III, CFP®, CFS of Western Reserve Capital Management and gain the tools and confidence you need to set a strong foundation for your financial future. This seminar will equip you with actionable insights and strategies to achieve your retirement goals.
In this engaging and practical seminar, we will discuss:
- Social Security
- Medicare
- Retirement Accounts
- Taxes
Please call the library at 330-657-2291 or email info@peninsulalibrary.org to reserve a seat.
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