Free

7 Personal Decision Points Workshop (Rookwood - Tuesday, January 29th)

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Courtyard by Marriott Cincinnati Rookwood

3813 Edwards Road

Cincinnati, OH 45209

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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

Courtyard by Marriott Cincinnati Rookwood

3813 Edwards Road

Cincinnati, OH 45209

View Map

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