Free

7 Personal Decision Points (West Chester - Saturday, October 27)

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Cincinnati Marriott North

6189 Muhlhauser Road

West Chester, OH 45069

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Event description

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This FREE educational event will answer many of the most common questions we receive from clients who are facing retirement, including:

  • How much money do I need to retire?
  • How do I make my money last?
  • When should I take Social Security?
  • How do I minimize taxes?
  • What do I do with my IRA or 401k?
  • And more!

You’ll learn the exact process we walk each of our clients through when they meet with us. Come join the hundreds of people who have attended and benefited from our more than 25 years of retirement planning experience.

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Date and Time

Location

Cincinnati Marriott North

6189 Muhlhauser Road

West Chester, OH 45069

View Map

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