Financial Strategies For Successful Retirement Seminars


Financial Strategies For Successful Retirement

Retirement Planning Best Practices Webinar + Live Q& A

Financial Strategies for Successful Retirement® is a course designed to help educate attendees about important concepts such as: retirement planning, tax planning, estate planning, investments, and risk management.

Students that attend the class will learn about the many factors that affect their financial plan and how to incorporate them into a robust plan.

The classes are designed to help educate attendees about important concepts regarding retirement planning.

The class will help address questions such as:

  • Do you have enough money to retire?
  • Are you prepared for the next market correction?
  • Do you know all the ways to maximize your Social Security benefits?
  • Will you have enough money to cover your retirement care?
  • Do you know how probate and estate taxes work?

Register Today!

Choose a set of classes and click the class below to register:

What You May Need To Know About These Retirement Planning Issues And More:

  • Determining how much money you may need to retire.
  • Potentially controlling your health-care costs.
  • Using 401s and IRAs to potentially reduce current income taxes and help save for retirement.
  • Understanding sound investment strategies and alternatives.
  • Transferring your estate to the loved ones and charities of your choice.
  • Understanding your long-term care options.

Security Independence Peace Of Mind

The first steps in achieving long-term financial security are what we deliver to people attending our retirement planning seminars. By learning how to make your assets work to meet your financial needs, you can take decisive steps to make your retirement better.

Here is your opportunity to learn something useful, even life changing. Financial Strategies for Successful Retirement is a four-part, ten-hour course covering all aspects of retirement planning. The class is designed for people at least 50 years old with a net worth of at least $1 million, although anyone interested in preparing better for retirement may attend. Classes run for four consecutive weeks, on the same night each week.

More than 4,000 people like you have found new confidence as they approach or manage retirement, thanks to these seminars. In the next few months, courses will be offered at several locations in the Metro Boston area. Please check the seminar registration page for the latest dates and times.

The cost of the seminar varies by location , and includes a 200-page course workbook and all other necessary materials. Each seminar registration is good for you and a guest , though only one workbook is provided per registration.

Register for a seminar today!

Recommended Reading: How Much Is A Good Retirement Amount

What’s Included With This Course

  • Comprehensive Education: Youll be instructed on retirement planning strategies for 6 total hours . Well start off by covering the basics before moving into advanced strategies for maximizing your wealth.
  • Workbook: The colorful 222 page workbook contains the content covered in class along with practical exercises and examples to help you learn and remember everything covered in the class.
  • Optional Planning Consulation: You are entitled to an optional one-on-one consultation with your instructor. This is your opportunity to ask specific personal questions regarding your financial future and goals. Plus, your consultation includes is a complimentary 30-page in-depth analysis outlining your current financial strengths and weaknesses.

More About Your Instructor


As Chief Operations Officer and Senior Wealth Advisor with Strategic Wealth Partners, Tony manages two highly important roles. He draws from his diverse array of skills to help clients achieve their financial goals while also making sure SWP runs like a smoothly functioning, client-centric advisory firm. He strives to provide clients with superior service, while advising them on comprehensive, proactive wealth management. In his role as a Chartered Retirement Planning Counselor® , Tony thrives on helping clients realize their retirement goals.

Tony began his career as a civil engineer, displaying exceptional ease with numbers and technical details. His transition to the more customer-focused, collaborative wealth management sector was therefore an easy one. Here, Tony found his true calling: assisting people achieve their retirement goals and helping them eliminate financial stress.

Always seeking ways to improve SWP, Tony is an active member of Vistages Key Executive Program, where hes exposed to the latest trends in leadership and client servicing.

Tony earned his B.S in civil engineering at Cleveland State University. In his downtime, Tony can be found golfing, cheering on all the local Cleveland sports teams, and spending time with wife, Melissa, and daughter, Emma, at their home in Cleveland.

Also Check: I Want To Retire At 40

Tuition And Registration Information

You may pay your tuition in advance or at the first classroom session with check or credit card. $49 in advance $69 at the door. Your spouse or guest may enroll at no extra cost.


Mail payment along with your name, address, phone, and email Chicago Investment Advisory Council1601 E. Main Street, Ste. 1C St. Charles, IL 60174

Online: You will receive an email within 24 – 48 hours to confirm your choice of class dates. Thank you!

Contact US

Financial Strategies For Successful Retirement Seminar

The entire course consists of 4 sessions held on 4 consecutive weeks. Each session lasts 2.5 hours with a 10-15 minute break during which complimentary refreshments will be served. Please select which evening you would like to attend.

Occasionally, we are asked if it is possible to attend some nights of one seminar and some nights of another. We try to accommodate such requests, if possible. If this is your wish, please select the seminar location you would attend most nights.

You must register in advance to guarantee you will receive course materials.

Please fill out the form to complete your registration. We will contact you regarding your method of payment. We take all credit cards, checks and cash. Upon completing your registration, you will receive a letter confirming the dates you have chosen.


You May Like: Things To Do In Retirement To Keep Busy

Secure Your Spot Today

Disclaimer: Strategic Wealth Partners, Ltd. is an SEC registered investment advisor. SWPs 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.

All Rights Reserved | Copyright 2023

Ridge Stone Capital Announces Financial Education Seminars On Credit And Leasing For Us And Canadian Businesses


Ridge Stone Capital is offering a series of educational seminars across the US and Canada,Ridge Stone’s objective is to improve US and Canadian entrepreneurs’ and small to mid-sized business owners’ understanding and awareness of their credit and leasing options.

Ridge Stone Capital

Newport Beach, CA, Jan. 20, 2023 — About the Seminars

Attendees will gain knowledge and understanding of small business loans, equipment financing, and lines of credit in the US and Canada.

A Ridge Stone Capital management team member states, “the financial education seminars will offer insight into how small and mid-sized businesses can optimize cash flow while keeping track of income and expenses.” Additionally, “attendees will get to learn strategic growth principles and also look at how to implement them to manage their businesses in a better manner.”

Facilitators will guide participants through various loan alternatives and the necessary processes for acquiring their funding.

Interactive Sessions

Discussions regarding advanced topics like diverse financial instruments and terminology are open for participation by all.

For instance, attendees will refine their understanding of critical topics like daily/weekly/monthly repayments, interest payments, revolving lines of credit, credit considerations, and collateral.

The Market

Ridge Stone Capital states that the market is shifting towards recovery, with the possibility that it may occur relatively quickly.


  • Improving Credit Scores

You May Like: How Much Will My Pension Be When I Retire

Retire Better: Step One

The first step to a better retirement is preparation. Financial Strategies for Successful Retirement covers all aspects of retirement planning, providing new confidence in dealing with financial advisors.

While the class is designed for people at least 50 years old with a net worth of at least $1 million, it is offered to anyone interested in becoming better prepared for retirement.

Your seminar registration fee is $49 if you register in advance or $69 if you register on the first night of the seminar. Your fee includes admission for you and a guest , and ONE workbook and set of materials to share. Additional workbooks may be purchased for $31 if you and your guest would both like to have your own course materials.

Thank you for your interest in our Financial Education Seminars. Please fill in the fields below with your contact information to find out when and where our next seminar will be held. We would be happy to talk with you and add you to our mailing list for future seminars.


Seven Common Financial Mistakes:

1. Not saving enough for retirement

Employees who participate in a 401 plan contribute an average of just under 7% of their salaries.1 More than half of all workers have saved less than $25,000, and 14% have saved $250,000 or more.2 Only about one in four are very confident that they are doing a good job of preparing for retirement.3

2. Putting off financial planning

Procrastination is one of the main reasons why people fail financially! The longer you put off creating a financial plan to reach your goals, the more likely you are to fail. Even a few years delay could potentially cost you hundreds of thousands of dollars when you retire.

3. Not choosing the appropriate mix of investments

If you put your money into the wrong combination of investments, you could lose out on gains or suffer unnecessary losses. Asset allocation determines approximately 90% of the return on your investments.

4. Avoiding estate planning

Without an estate plan, your estate could be tied up in costly probate litigation, decimated by income and estate tax liabilities, and passed on to unwanted parties. Even worse, your family could suffer severe financial consequences.

5. Not knowing how much money youll need to retire

One of the keys to a comfortable retirement is knowing how much money you will need to retire. Yet 52% of working Americans are unaware of how much retirement savings theyll require.4 If youre part of this unprepared group, you could be setting yourself up for financial failure.

Also Check: What Do I Want To Do When I Retire

Whats Important About Money

Over the past ten years, more than 4,000 people have attended our financial planning seminars. One of the first questions we ask each class is, what about money is important to you? What does money mean for you?

The answers weve gotten through the years are remarkably consistent. To have money is to have financial independence. The peace of mind that comes with knowing you are secure and that how you live your life will be your decision and no one elses. Freedom, choice, and power are recurring themes.

Have a look at Tony Proctor in action in this clip from our Financial Strategies for Successful Retirement seminar.

Hear Retirement Planning Strategies

Plan for your retirement in 2021

Financial Strategies for Successful Retirement focuses on how you may prepare for a comfortable retirement. This three part course introduces you to concepts and strategies that may help you handle your day-to-day finances, potentially reduce your taxes, and manage your investments. Whats more, it will discuss how you can assess your current financial situation and develop a personalized plan that may help you pursue your retirement goals.

Financial Strategies for Successful Retirement focuses on important financial issues and concerns you may face today and in the future. Proper planning may help you prepare for a comfortable retirement.

The concepts and strategies discussed in this course could help you make choices today that may help determine how well you live in retirement.

Don’t Miss: Park West Plaza Retirement Community

Strategies For Successful Retirement: A 5

Abstract The approach to teaching investment and retirement classes described in this article was spread out over a 5-week period. The series of classes includes four classroom sessions and one individual consultation with a certified financial planner. Of those participants surveyed after 5 months, 57% had made changes, and 28% more still planned to make changes in their investments. Participants also appreciated the individualized financial plan developed during the course and used it to make financial decisions.

Kurt M. Jones Colorado State University Cooperative Extension Salida, Colorado Internet Address:

Cooperative Extension professionals and others have been offering estate planning and other financial planning workshops for many years . Many clients have participated in these 1-day workshops, but they often leave needing additional help or wanting more classes.

Horizon Wealth Strategies Llc

Mark D. Olson, Irene Stolte, Michael Ferrara, CFP®, LUTCF®, Paul C Debiasse, Matt Kennedy and Zachary Barton are Registered Representatives collectively of and offer securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, CT, DE, FL, GA, MA, MD, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Horizon Wealth Strategies LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

1Neither Horizon Wealth Strategies LLC and it’s employees nor Eagle Strategies LLC or its advisors or affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

Don’t Miss: Air Force Retirement Community San Antonio

What You Will Receive

Informative Instruction – The course material is presented in a clear, easy-to-understand, interesting format in an informal, enjoyable classroom setting.

Seminar Workbook – The colorful workbook contains practical exercises and examples to help you learn and remember the material covered during the seminar. You will be able to use the workbook as a reference tool for years to come.

Personal Financial Data Form – Step-by-step instructions are provided for developing a written summary of your assets, income, and Social Security and pension benefits.

Optional Planning Consultation – You are entitled to an optional private consultation after the conclusion of the seminar. This is your opportunity to ask specific questions regarding your financial future and goals.

A Conservative Approach To Planning For Retirement

Achieving a Tax Free Retirement

This information-rich seminar introduces you to the concepts and practices that will help you spend your retirement comfortably and in control of your finances by helping you identify lifestyle issues facing retirees. Your registration fee includes a comprehensive seminar workbook andRetirement Planning template that will help you develop a retirement budget and a written inventory of your assets, income, Social Security, and pension benefits.

You May Like: Ridgecrest Retirement Center Waco Texas

During This Class These Topics Will Be Addressed:

  • Diversifying your investments.
  • Using 401s and IRAs to potentially reduce current income taxes and help save for retirement.
  • Potentially controlling your health care costs.
  • Determining how much money youll need to retire.
  • Finding out whether you are carrying more insurance coverage than you need.
  • Potentially reducing your estate taxes.
  • Understanding sound investment strategies and alternatives.
  • Transferring your estate to the loved ones and charities of your choice.

Personal Financial Fact Finder

The personal financial fact finder may help you move toward a comfortable retirement by showing you where you stand today. This worksheet enables you to summarize how much income, savings, and debt you currently have. Once you complete the fact finder, you can use this information to develop a personalized plan that may help you pursue your retirement goals.

The information you receive is objective and factual, without any references to specific financial products.

Also Check: Conservative Etf Portfolio For Retirees

Your Retirement Lifestyle Workbook

This lifestyle workbook is designed to help you collect and organize the information needed to develop your Retirement Plan which includes your goals and the resources available to fund them. Gathering information from the checklist below will help you move through the workbook. Its a good idea to gather as much of this information as possible before you start filling in the workbook.

* There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.


Check the background of your financial professional on FINRA’s BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2023 FMG Suite.

Take Charge Of Your Finances And Learn Ways To Help:

What is the Most Important Step in Retirement Financial Planning? # ...
  • ZMake your dollars go further
  • ZInvest to enhance growth potential and stability
  • ZUse 401s and IRAs to save for retirement
  • ZMake wise use of employer-provided benefits
  • ZReduce your tax liability with tax-advantaged strategies
  • ZAssess your retirement income needs and develop a plan
  • ZProtect yourself and your family from economic hardship
  • ZMake sound retirement plan distribution decisions
  • ZProvide for your family and heirs
  • ZPreserve your standard of living in retirement

Also Check: Presence Casa San Carlo Retirement Community Northlake Il 60164

Share post:


More like this

What Is An Orp Retirement Plan

Saving For...

What Type Of Retirement Plan Is Tiaa Cref

How Can...