Smart Steps to a Successful Retirement Thursday, June 5th 6-7pm Paint Creek Cider Mill, Oakland Township Free, but pre-registration is required Session 1: Importance of Financial Planning & Getting Started 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 17th 6-7pm Paint Creek Cider Mill, Oakland Township Free, but pre-registration is required Session 2: Income Planning and 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 18th 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 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 248-651-7810Rochester Wealth Strategies Hosting Retirement Seminar Series
Rochester Wealth Strategies
Julie Lobaza Vice President Wealth Manager