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STRATEGIES FOR A SUCCESSFUL RETIREMENT®

Strategic Wealth Partners

Tuesday, September 26, 2017 from 6:30 PM to 9:30 PM (EDT)

STRATEGIES FOR A SUCCESSFUL RETIREMENT®
Available Dates

Ticket Information

Ticket Type Sales End Price Fee Quantity
Strategies for a Successful® Admittance 1d 5h 28m $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 5 - AND
OCTOBER 12

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 laws

Cleveland Office
5005 Rockside Road
Suite 1200 
Independence , OH 44131

Phone: 216.800.9000


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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


Tri-C Corporate College East -Cleveland
4400 Richmond Road
Room 208
Warrensville Heights, OH 44128

Tuesday, September 26, 2017 from 6:30 PM to 9:30 PM (EDT)


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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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