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Investment Advisor James Sexton III, CFP, RICP, EA, will lead two classes concentrating on critical retirement and investment issues. Become financially aware in this complex and challenging time.
Register online, in person, or by phone at 330.659.4343.
Class 1: Retirement and Tax Strategies
In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for your living expenses. Learn to ask critical tax questions before you retire. Find out what the Social Security 'tax trap' is and how to avoid it; what surprises often make retirement more expensive; and why you need to manage taxes before retirement.
Class 2: Sound Investing for Retirees
As more and more people approach retirement, the need for a solid understanding of basic economic and investment concepts increases. Learn the level of cash and cash alternatives a retiree will need, what alternative investments are, and if they play a role in a retiree's portfolio, as well as a review of valuable income tactics and strategies.
Time will be made available for a Q&A session.
Please register for each class you would like to attend.
Presented by Western Reserve Capital Management.
Further your research with these titles:
How to Make Your Money Last: the indispensable retirement guide by Jane Bryant.
AGE GROUP: | Adults |
EVENT TYPE: | Business & Personal Finance |
TAGS: | retirement planning | retirement | financial planning |
The library experience for customers of the Richfield Branch Library is eclectic and energizing. A rich collection of books, music and movies complement programs for all ages, including storytime and interactive play opportunities, book discussion, and more. Computers and computer classes, WiFi, printing, copying, scanning, and faxing help to make the Richfield Branch Library a one-stop spot for the community's educational and entertainment needs and interests.
In the community, you will find librarians working closely with Richfield Government and Recreation, the local schools, the Garden Club, Kiwanis, and more. At the library, opportunities for individual and family engagement include an extensive NatureConnect interactive space, an ongoing StoryWalk collaboration along the Carter Pedigo Trail, and other hands-on, participatory exploration opportunities. Every time you visit the Richfield Branch Library, there is something to do, play, study, explore, or observe—and the chance to make a memory.