Planning for a Successful Retirement

Adult Educational Course Taught at Ohio Business College
The typical American will probably work more  than 90,000 hours earning a living and building a nest egg, yet many spend only a few hours preparing for a successful retirement.

Retirement Planning is for Everyone!
This information-rich course introduces you to the concepts and practices that will help you spend your retirement comfortably and in control of your finances.  Strategies for a Successful Retirement will show you a conservative approach to wise money management and will help you identify lifestyle issues facing retirees.  

You will learn to seek maximization of your income and more from your investments, Social Security, and retirement plans.  The course will also show you how to protect your hard-earned assets from erosion due to inflation and the possible cost of long-term health care.  Your registration fee includes a 135-page course textbook which will help you follow along with the classroom presentation.

Will You Be Ready for Retirement?
This course will answer many questions and teach you how to:
1.  Evaluate and minimize investment risks
2.  Properly convert your IRA to a Roth IRA
3.  Select the retirement plan distribution choice that is best for you
4.  Use new tax laws to your advantage
5.  Determine the amount of money you need to retire.
6.  Properly allocate assets within your employer retirement plan.
7.  Use 5 investment strategies to minimize risk and maximize returns.
8.  Reduce or eliminate taxes, expenses, delays and legal challenges within estate planning.

Course Topics:
 - Financial Basics - Avoid Mistakes, Use Credit Wisely, Make Compounding Work For You, Building Reserves
 - Your Retirement Income - Sources & Uses, Conversions, Social Security, Retirement Plans, 401K/Pensions
 - Investments - Stocks & Bonds, Mutual Funds, Exchange Traded Funds, Annuities, Managing Risk/Max Return
 - Risk Management - Health Insurance & Medicare, Disability Insurance, Long Term Care, Life Insurance Types
 - Estate Planning - Techniques & Strategies While Living, Maximizing Your Legacy, Documents, Trusts

Registration includes all required textbooks and supplies.  

Your Instructor
Your instructor is Andrew W. Ferraro, CFP®, CIMA®.  Andrew is a well-known financial educator and Dublin Chamber of Commerce member who appears regularly on CNBC as a contributor and has contributed to other media outlets such as USA Today, The Street, Wall Street Cheat Sheet and GoBankingRates.com.  

Registration
You must register in advance.  Please call 740-831-0188.

Dates, Times & Location
Wednesday Evenings
September 16th & 23rd
From 6:30 PM to 9:30 PM
or
Tuesday Evenings
September 22nd & 29th
From 6:30 PM to 9:30 PM

Ohio Business College 
4525 Trueman Blvd.
Hilliard, OH 43026