Financial Strategies for a Successful Retirement - Four Evening Workshop - CANCELED

This workshop has been canceled. If you are interested, please sign up for this same Four Evening Workshop in January by clicking here.

You are invited to a financial education workshop for members of the Dublin Chamber of Commerce.

The workshop will consist of four classes. Classes will be held at the Dublin Chamber of Commerce, 129 S. High Street, Dublin, OH 43017:

This four-evening workshop takes place on:

• October 15 from 7 to 9 p.m.
• October 22 from 7 to 9 p.m.
• October 29 from 7 to 9 p.m.
• November 5 from 7 to 9 p.m.

Through our workshop, you'll learn how to better manage your money so you can enjoy your retirement. You’ll learn to assess your current financial situation and develop a personalized plan to reach your retirement goals. After attending the workshop, you’re entitled to a personal retirement planning consultation.

During this comprehensive workshop we'll cover topics including financial basics, retirement income, investments, risk management and estate planning. Our workshop will also give you the strategies needed to answer:

• How much money will I need?
• Can I retire early?
• How can I minimize my taxes?
• How will I manage my plan?
• How important is it to plan my estate?
• Should I get long-term care insurance?

Download an agenda and more details here. Please register early, as classes will fill up quickly!

Instructors
Our local workshop instructors, from the LeClair & Milyiori Group at UBS Financial Services Inc., member of FINRA and SIPC, are: Steven E. LeClair, CFP®, Renee A. Milyiori, CRPC®, CFP® and Edward G. Snyder, CFP®. Renee and Steve have been providing financial educational workshops to GE and other companies across the country. Steve LeClair, Senior Vice President–Wealth Management, has been with UBS for over 11 years and attended the University of Colorado. Renee Milyiori, Financial Advisor, has worked in the financial services industry since 2010, after completing a 17-year tenure in corporate finance with GE Capital. She is a graduate of Miami University and the University of Chicago. Ed Snyder, Vice President–Wealth Management, has been with UBS for over 12 years and attended Malone University. Steve, Renee and Ed each hold the Certified Financial PlannerTM (CFP®) designation.

No refunds. By attending a Chamber event you are granting permission to the Dublin Chamber of Commerce, the Dublin Chamber Civic Foundation and anyone authorized by the Chamber to have unlimited right, without charge, to use your likeness in photos, videos, recordings and in all media now known or hereafter created to be used and distributed in perpetuity for promotional and publicity purposes. By attending an event you agree to release the Dublin Chamber of Commerce and Dublin Chamber Civic Foundation, their staff, board of directors, members and their partners from any liability.