Retirement Series with James Sexton III, CFP

Class 2: Sound Investing for Retirees

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 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. 

Class 1, Oct. 4, 6 pm: 

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. 

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:

"Social Security, Medicare & Government Pensions: Get the Most Out of Your Retirement and Medical Benefits" by Joseph Matthews.

"The New Retirement Savings Time Bomb: How to Take Financial Control, Avoid Unnecessary Taxes, and Combat the Latest Threats to Your Retirement Savings" by Ed Slott.

"How to Make Your Money Last: The Indispensable Retirement Guide" by Jane Bryant.

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