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DTSTART:20150929T223000Z
DTEND:20150930T013000Z
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SUMMARY:Strategies For a Successful Retirement
DESCRIPTION:Adult Educational Course Taught at Ohio Business College\n\nThe typical American will probably work more  than 90\,000 hours earning a living and building a nest egg\, yet many spend only a few hours preparing for a successful retirement.\n\n\n\nRetirement Planning is for Everyone!\n\nThis information-rich course introduces you to the concepts and practices that will help you spend your retirement comfortably and in control of your finances.  Strategies for a Successful Retirement will show you a conservative approach to wise money management and will help you identify lifestyle issues facing retirees.  \n\n\n\nYou will learn to seek maximization of your income and more from your investments\, Social Security\, and retirement plans.  The course will also show you how to protect your hard-earned assets from erosion due to inflation and the possible cost of long-term health care.  Your registration fee includes a 135-page course textbook which will help you follow along with the classroom presentation.\n\n\n\nWill You Be Ready for Retirement?\n\nThis course will answer many questions and teach you how to:\n\n1.  Evaluate and minimize investment risks\n\n2.  Properly convert your IRA to a Roth IRA\n\n3.  Select the retirement plan distribution choice that is best for you\n\n4.  Use new tax laws to your advantage\n\n5.  Determine the amount of money you need to retire.\n\n6.  Properly allocate assets within your employer retirement plan.\n\n7.  Use 5 investment strategies to minimize risk and maximize returns.\n\n8.  Reduce or eliminate taxes\, expenses\, delays and legal challenges within estate planning.\n\n\n\nCourse Topics:\n\n - Financial Basics - Avoid Mistakes\, Use Credit Wisely\, Make Compounding Work For You\, Building Reserves\n\n - Your Retirement Income - Sources & Uses\, Conversions\, Social Security\, Retirement Plans\, 401K/Pensions\n\n - Investments - Stocks & Bonds\, Mutual Funds\, Exchange Traded Funds\, Annuities\, Managing Risk/Max Return\n\n - Risk Management - Health Insurance & Medicare\, Disability Insurance\, Long Term Care\, Life Insurance Types\n\n - Estate Planning - Techniques & Strategies While Living\, Maximizing Your Legacy\, Documents\, Trusts\n\n\n\nRegistration includes all required textbooks and supplies.  \n\n\n\nYour Instructor\n\nYour instructor is Andrew W. Ferraro\, CFP \, CIMA .  Andrew is a well known financial educator and Dublin Chamber of Commerce member who appears regularly on CNBC as a contributor and has contributed to other media outlets such as USA Today\, The Street\, Wall Street Cheat Sheet and GoBankingRates.com.  \n\n\n\nRegistration\n\nYou must register in advance.  Please call 740-831-0188.\n\n\n\nDates\, Times & Location\n\nWednesday Evenings\n\nSeptember 16th & 23rd\n\nFrom 6:30 PM to 9:30 PM\n\nor\n\nTuesday Evenings\n\nSeptember 22nd & 29th\n\nFrom 6:30 PM to 9:30 PM\n\n\n\nOhio Business College \n\n4525 Trueman Blvd.\n\nHilliard\, OH 43026
X-ALT-DESC;FMTTYPE=text/html:<span style="color: rgb(255\, 0\, 0)\; font-size: 14px\;"><strong>Adult Educational Course Taught at Ohio Business College</strong></span><br />\n<span style="font-size: 14px\;">The typical American will probably work more &nbsp\;than 90\,000 hours earning a living and building a nest egg\, yet many spend only a few hours preparing for a successful retirement.</span><br />\n<br />\n<strong><span style="color: rgb(255\, 0\, 0)\;">Retirement Planning is for Everyone!</span></strong><br />\n<span style="font-size: 14px\;">This information-rich course introduces you to the concepts and practices that will help you spend your retirement comfortably and in control of your finances. &nbsp\;Strategies for a Successful Retirement will show you a conservative approach to wise money management and will help you identify lifestyle issues facing retirees. &nbsp\;</span><br />\n<br />\n<span style="font-size: 14px\;">You will learn to seek maximization of your income and more from your investments\, Social Security\, and retirement plans. &nbsp\;The course will also show you how to protect your hard-earned assets from erosion due to inflation and the possible cost of long-term health care. &nbsp\;Your registration fee includes a 135-page course textbook which will help you follow along with the classroom presentation.</span><br />\n<br />\n<strong><span style="color: rgb(255\, 0\, 0)\;">Will You Be Ready for Retirement?</span></strong><br />\n<span style="font-size: 14px\;">This course will answer many questions and teach you how to:</span><br />\n<span style="font-size: 14px\;">1. &nbsp\;Evaluate and minimize investment risks</span><br />\n<span style="font-size: 14px\;">2. &nbsp\;Properly convert your IRA to a Roth IRA</span><br />\n<span style="font-size: 14px\;">3. &nbsp\;Select the retirement plan distribution choice that is best for you</span><br />\n<span style="font-size: 14px\;">4. &nbsp\;Use new tax laws to your advantage</span><br />\n<span style="font-size: 14px\;">5. &nbsp\;Determine the amount of money you need to retire.</span><br />\n<span style="font-size: 14px\;">6. &nbsp\;Properly allocate assets within your employer retirement plan.</span><br />\n<span style="font-size: 14px\;">7. &nbsp\;Use 5 investment strategies to minimize risk and maximize returns.</span><br />\n<span style="font-size: 14px\;">8. &nbsp\;Reduce or eliminate taxes\, expenses\, delays and legal challenges within estate planning.</span><br />\n<br />\n<span style="color: rgb(255\, 0\, 0)\; font-size: 14px\;"><strong>Course Topics:</strong></span><br />\n<span style="font-size: 14px\;">&nbsp\;-&nbsp\;</span><strong>Financial Basics&nbsp\;</strong><span style="font-size: 14px\;">- Avoid Mistakes\, Use Credit Wisely\, Make Compounding Work For You\, Building Reserves</span><br />\n<span style="font-size: 14px\;">&nbsp\;-&nbsp\;</span><strong>Your Retirement Income</strong><span style="font-size: 14px\;">&nbsp\;- Sources &amp\; Uses\, Conversions\, Social Security\, Retirement Plans\, 401K/Pensions</span><br />\n<strong>&nbsp\;- Investments</strong><span style="font-size: 14px\;">&nbsp\;- Stocks &amp\; Bonds\, Mutual Funds\, Exchange Traded Funds\, Annuities\, Managing Risk/Max Return</span><br />\n<strong>&nbsp\;- Risk Management&nbsp\;</strong><span style="font-size: 14px\;">- Health Insurance &amp\; Medicare\, Disability Insurance\, Long Term Care\, Life Insurance Types</span><br />\n<strong>&nbsp\;- Estate Planning&nbsp\;</strong><span style="font-size: 14px\;">- Techniques &amp\; Strategies While Living\, Maximizing Your Legacy\, Documents\, Trusts</span><br />\n<br />\n<em>Registration includes all required textbooks and supplies.</em><span style="font-size: 14px\;">&nbsp\;&nbsp\;</span><br />\n<br />\n<strong><span style="color: rgb(255\, 0\, 0)\;">Your Instructor</span></strong><br />\n<span style="font-size: 14px\;">Your instructor is Andrew W. Ferraro\, CFP</span><span style="font-family: calibri\,sans-serif\; font-size: 14px\;">&reg\;\, CIMA&reg\;. &nbsp\;Andrew is a well known financial educator and Dublin Chamber of Commerce member who appears regularly on CNBC as a contributor and has contributed to other media outlets such as USA Today\, The Street\, Wall Street Cheat Sheet and GoBankingRates.com. &nbsp\;<br />\n<br />\n<span style="color: rgb(255\, 0\, 0)\;"><strong>Registration</strong></span><br />\nYou must register in advance. &nbsp\;Please call 740-831-0188.<br />\n<br />\n<strong><span style="color: rgb(255\, 0\, 0)\;">Dates\, Times &amp\; Location</span></strong><br />\nWednesday Evenings<br />\nSeptember 16th &amp\; 23rd<br />\nFrom 6:30 PM to 9:30 PM<br />\nor<br />\nTuesday Evenings<br />\nSeptember 22nd &amp\; 29th<br />\nFrom 6:30 PM to 9:30 PM</span><br />\n<br />\n<span style="font-size: 14px\;">Ohio Business College&nbsp\;</span><br />\n<span style="font-size: 14px\;">4525 Trueman Blvd.</span><br />\n<span style="font-size: 14px\;">Hilliard\, OH 43026</span>
LOCATION:Ohio Business College 4525 Trueman Blvd. Hilliard\, OH 43026
UID:e.1632.3660
SEQUENCE:3
DTSTAMP:20260409T191915Z
URL:https://www.dublinchamber.org/events/details/strategies-for-a-successful-retirement-09-29-2015-3660
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