Retirement Planning Now® Course at The Shaw JCC of Akron for Adults Age 50+

Schedule

Wed Sep 14 2022 at 06:00 pm to Thu Sep 22 2022 at 08:30 pm

Location

Shaw JCC of Akron (Just off I-77 White Pond Exit) | Akron, OH

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Are you getting serious about planning for your retirement? Want to learn from an experienced professional? This is the course for you.
About this Event
Retirement Planning Now® CourseConducted at the Shaw JCC of Akron

Retirement Planning Now® has been taught throughout northeast Ohio colleges and universities since 2008 by experienced, Certified Financial Planner™ practitioners. More than one thousand attendees have learned how to prepare for a successful retirement.

Attend Retirement Planning Now® to:

  • Determine the amount of money you need to retire.
  • Plan your retirement income to make sure your money lasts.
  • Claim your Social Security benefits smartly to get more out of the system.
  • Have a tax-efficient retirement and pay just your fair share.
  • Manage health insurance transitions successfully.
  • And much more

You can attend the course at Shaw JCC for a modest registration fee of just $49. The course is a two-day course -- two consecutive Wednesday evenings (6 PM - 8:30 PM) or Thursday evenings (6 PM - 8:30 PM) -- for a total of five hours of instruction. Seating is limited.


TO REGISTER:

1. Click Select A Date button to the right

2. Choose either Wednesday (9/14 & 9/21) or Thursday (9/22 & 9/29)

3. Complete your registration

4. Come and learn how to retire smarter!


FAQs

Please tell me about the course.

Classroom Instruction: Classroom sessions are instructed by a Certified Financial Planner™ Professional who is an experienced teacher and financial planner, enhancing the presentation with stories of real-life experiences.

Course Textbook: This course includes a 135-page textbook with examples and illustrations, which is yours to keep. It helps you follow the classroom presentation and contains valuable bonus worksheets. Written in easy-to-understand terms, your workbook helps you learn more about the financial concepts discussed in class, provides a step-by-step process to apply your knowledge, and becomes a useful reference tool after completing the course.

Objective Education: Unlike financial seminars focusing on a specific topic, this comprehensive course helps you see the “big picture.” It examines many aspects of personal finance and how they can work together to create an integrated retirement plan. This course is educational and non-commercial. No specific products are discussed or sold.


Who is my instructor?

Tyler Emrick, CFA®, CFP® is a Senior Wealth Advisor and Investment Advisor Representative with True Wealth Design, LLC, an SEC Registered Investment Advisor. Tyler has more than 15 years of working with pre-retirees and retirees. He is unique in having achieved both the highest industry credentials in investments (CFA®) and financial planning (CFP®) -- something less than 2% of licensed financial professionals have achieved. Importantly, he is experienced in providing this adult education in an understandable manner.

Tyler was born and raised in a small two-traffic light town outside of Columbus, OH, and attended Miami University. He graduated with degrees in both Finance and Decision Sciences (aka Statistics). He enjoys spending time with his family, hiking, watching Ohio State football, and trying out new restaurants.


What does my registration include?

Registration includes tuition for you and one spouse or guest. It also includes one workbook. Additional workbooks may be purchased for an additional fee.


What are my parking options for the event?

Parking will be easy and available in a well-lighted parking lot at no additional cost.

TO REGISTER:

1. Click Select A Date button to the right

2. Choose either Wednesday (9/14 & 9/21) or Thursday (9/22 & 9/29)

3. Complete your registration

4. Come and learn how to retire smarter!


Please Note: This presentation should not be used as a basis for financial, legal, or tax advice. Attendees should seek the advice of their own financial, legal and tax advisors. The school, college, university, or other location where the course is conducted does not endorse the services of the instructors.

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Where is it happening?

Shaw JCC of Akron (Just off I-77 White Pond Exit), 750 White Pond Drive, Akron, United States

Event Location & Nearby Stays:

Tickets

USD 49.00

True Wealth Design

Host or Publisher True Wealth Design

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