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Financial Strategies for Successful Retirement Workshop

Highly recommended for adults of all ages

Preparing for retirement is probably the single, most important financial challenge you face today!

In the past few years, many workers have postponed retirement due to the changing economy, lack of faith in Social Security and Medicare, or because they can’t quite afford to retire due to debt or inadequate retirement savings to meet anticipated needs.

Investing a few hours of your time at our Financial Strategies for Successful Retirement course can pay off immediately. Gain confidence in your financial decision-making ability so that later on you may be better prepared to face the challenges and enjoy the rewards retirement can bring.

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Method: This is a three-week, live online course

Dates: Tuesday, March 28, April 4, and April 11, 2023

Time: 6:30–8:30 p.m.

Fee: $49 per individual or couple (Fee includes one workbook)

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The course may help you answer these questions:

• How can I plan for a comfortable retirement?
• Can I retire early?
• How can I manage my tax liability?
• Are there ways to potentially reduce my exposure to financial risk?
• How can I use stocks, mutual funds, bonds, and other investment vehicles?
• How can I provide for my heirs?

This course will be relevant if you are nearing retirement, already retired, or just beginning to develop your retirement plan. The information you receive is completely educational, objective, and factual. The course material will help you assess your current situation and develop a personalized plan to help pursue your retirement goals.

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About the Instructor

The instructor of this course is Robert Overton, Certified Financial PlannerTM, Chartered Advisor in Philanthropy®, of Financial Professionals, Inc., 4600 College Blvd., Suite 106, Overland Park, KS 66211. He has taught numerous classes on retirement planning and money management. He is a Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/ Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Financial Professionals, Inc. are not affiliated.