Rochester Wealth Strategies Hosting Retirement Seminar Series

Smart Steps to a Successful Retirement

Thursday, June 5^th 6-7pm

Paint Creek Cider Mill, Oakland Township

Free, but pre-registration is required

Session 1: Importance of Financial Planning & Getting Started

• How to create a successful financial plan
• Budgeting and saving
• Titling and estate planning
• Income strategies
• Tax considerations
• Protecting assets

If you are nearing retirement, preparation is important to ensure you achieve your long-term goals. Learn about the different aspects of planning, what a financial plan consists of and how you can start the process of securing a successful retirement.

Thursday, July 17^th 6-7pm

Paint Creek Cider Mill, Oakland Township

Free, but pre-registration is required

Session 2: Income Planning and Investment Strategies

• Income planning in retirement
• Social Security considerations
• Advanced investment strategies

Aligning your income and investment strategies with your goals can create a more effective retirement. Learn how to create efficient income from all sources. Understand different types of investments, risks, and how to plan now and for the future.

Thursday, August 18^th 6-7pm

Paint Creek Cider Mill, Oakland Township

Free, but pre-registration is required

Session 3: Tax and Estate Planning to Preserve and Transfer Wealth

• Tax planning, giving and gifting strategies
• Estate planning fundamentals
• Wealth preservation / Wealth transfer techniques

Effective planning, combined with simple tax strategies, can reduce your tax liability and preserve your wealth, now and in the future. Understand the importance of titling and creating an estate plan that aligns with your goals to avoid unintended financial consequences. Make your wishes known to create an easier transition to loved ones.  

To Register Contact: Oakland Township Parks and Recreation

248-651-7810

Oaklandtownship.org