Retirement is not just about having accounts. It is about having a strategy.

Join Rob Richey for an educational dinner event designed for those who are retired or preparing for retirement. Rob will discuss key retirement planning topics in plain English, including income, taxes, market risk, retirement accounts, and estate planning.

The right guidance should be more than taking orders. It should be strategic, thoughtful, and focused on your next best move.

You will learn about:

• Creating a dependable stream of income for retirement
• Helping protect your hard-earned money from market downturns
• Why 401(k)s and IRAs may cost you more in the long run
• Ways retirement taxes could potentially be reduced with the right strategy
• Why reviewing and updating your will or trust over time matters

Seating is limited and reservations are required. Please call our office at (740) 242-0173 to RSVP.