Designing Your Ideal Retirement - Hosted in Evansville, IN

Join us Thursday, May 2 at 6 pm at The University of Evansville in the Vectren Board Room

YOU. Your dreams. Your bucket list. Your definition of the ideal retirement. Your ability to find purpose for this chapter in your life.

We believe this is the main ingredient to building your ideal retirement. The Retirement Design Lab course shares strategies that may improve your financial situation, but none of that matters untilyou’ve taken the time to truly define what your ideal retirement looks like. Your dreams serve as the launching pad for this program.

Part 1: The Foundation

• Visualizing Retirement: Defining your ideal retirement and finding purpose.
• Navigating Change: Understanding how retiremetn planning has evolved.
• Getting the Questions on the Table: When can I retire? Will I run out of money? What if ___?
• The Basics & Risk Awareness: Retirement needs Vs wants - understanding all the risks.

Part 2: From Theory to Practice

• The Tools and The Rules: Understanding your financial accounts & making sense of the rules. Reducing taxes and managing stock market risks.
• Planning Your Retirement Income: Maximing and predicting retirement income & understanding guaranteed/non-guaranteed options.
• Addressing Retirement Risks: Stock market volatility, rising health care costs, long-term care planning, making beneficiary decisions

Part 3: Office Hours

Office hours are provided by the instructors as an opportunity for you to review and discuss

your specific questions about the material covered. This course is designed to empower

you to take important steps towards planning for a successful retirement. Your instructor has

agreed to provide a wide range of days/time availability. These hour-long review sessions are

not to be construed as investment advice.

This complimentary event will be led by local, licensed financial professionals who work with individuals and couples in or nearing retirement every day inside their financial practice.

Not affiliated with or endorced by University of Evansville. Wayne Hentrup is an investment advisor representative of, and securities and advisory services are offered through, USA Financial Securities Corp., (Member FINRA/SIPC). Also, Matt Effinger is an Investment Advisor Representative of, and advisory services are offered through USA Financial Securities Corp. A registered investment advisor located at 6020 E Fulton St., Ada, MI 49301. Hentrup Financial Group is not affiliated with USA Financial Securities Corp.

Host or Publisher Retirement Design Lab