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STRATEGIES FOR A SUCCESSFUL RETIREMENT®

Strategic Wealth Partners

STRATEGIES FOR A SUCCESSFUL RETIREMENT®
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Ticket Information

Ticket Type Sales End Price Fee Quantity
Strategies for a Successful Retirement® 1 hour before event starts $49.00 $0.00

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Event Details

***TWO NIGHTS FOR ONE PRICE***

THIS SESSION IS 2 NIGHTS, FOR A TOTAL OF 6 HOURS ON SEPTEMEBER 26TH AND OCTOBER 3! BOTH SESSIONS ARE INCLUDED IN THE ONE FEE! 

SEPTEMBER 26  - AND
OCTOBER 3

or 

OCTOBER 4 - AND
OCTOBER 11

6:30 - 9:30PM




SUBJECTS COVERED

Financial Basics

• Retirement Income: Perception vs. Reality

• Common financial pitfalls in retirement

• Three Bucket System

• Power of compounding interest

• Coordinating investments with your financial plan

• Understanding taxes in retirement

Your Retirement Income

• Creating a personal pension

• Converting your Traditional IRA to a Roth IRA

• Understanding Social Security

• Personal and employer retirement plans

• Choosing your retirement plan beneficiaries

• Optimizing distribution strategies

Investments

• Emergency and cash reserves

• Understand stocks, bonds, mutual funds and ETFs

• Tax-deferred annuities

• Investing with life insurance policies

• Maximizing returns while minimizing risk

• Understanding asset allocation

• Importance of after-tax investment returns

Risk Management

• Life insurance types, needs and benefits

• Health insurance and Medicare

• Disability income insurance

• Long-term care protection strategies

• Understand new hybrid life insurance options

• Pension maximization strategies

Estate Planning

• Importance of estate planning

• Techniques and strategies while living

• Legacy planning

• Tax-efficient retirement savings

• Trust strategies for today’s


Columbus Office
355 East Campus View Blvd.
Suite 190 Columbus , OH43235
Phone: 614.681.1000



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Strategic Wealth Partners, Ltd. (SWP) is an SEC registered investment advisor. SWP’s website is solely limited to the dissemination of general information pertaining to its investment advisory services. This site does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and unless otherwise stated are not guaranteed. SWP does not affect or attempt to affect transactions in securities, or the rendering of personalized investment advice or service for compensation over the Internet. Although the information provided to you on this site is obtained or compiled from sources we believe to be reliable, SWP cannot guarantee the accuracy, validity, timeliness, or completeness of any information or data made available for any particular purpose.


Have questions about STRATEGIES FOR A SUCCESSFUL RETIREMENT®? Contact Strategic Wealth Partners

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When & Where


Hondros College
4140 Executive Parkway
Room 121
Westerville, OH 43081

Organizer

Strategic Wealth Partners

Strategic Wealth Partners is an independent wealth management firm founded in 2008. Our firm consists of a team of professionals that offer personalized financial planning and investment advisory services. Our objective is simple: to provide you with successful wealth strategies, independent, objective advice and personalized service that you deserve.

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STRATEGIES FOR A SUCCESSFUL RETIREMENT®
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