12/07/26
Deer Park Branch Library
Mon, Dec 7 · 12:00 PM to 2:00 PM
4020 E Galbraith Rd, Cincinnati, OH 45236
- Free
- 2 hours
- Live Q&A
- Guests welcome
Free 2-Hour course · For ages 55 to 65
Shared byRetire.CoursesFree retirement education
Save Your Seat For Our Next Course
Don’t miss out on Retirement Income Planning, a free 2-hour course. Questions are encouraged.
Shared byRetire.CoursesFree retirement education
Get Your Free Seat
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We Get It...
You’ve searched for answers, but you’re still second-guessing yourself.
Conflicting Advice Everywhere
Every source tells you something different, and it's tough to know which one to follow.
No Time To Learn It Yourself
Between work and family, hours of reading about retirement just isn't going to happen.
Questions Nobody Answers
You have lots of questions, and a generic article doesn't cover them.
Why join?
What You’ll Learn From Attending
Each course is built for people ages 55 to 65 who want useful answers without giving up an entire evening.
Get Live Expert Guidance
Hear directly from a local financial professional in a live, step by step walkthrough.
Answers To Your Questions
You can bring your own questions and get them answered during the live Q&A.
One Big Focused Session
Cover what you need in about 2 hours, without wading through hours of articles.
Super Practical Takeaways
Leave with clear next steps you can put to work right away.
A Classroom Near You
Learn in person, in a small group where questions are welcome.
Always 100% Free To Attend
Join at no cost and take home whatever helps you most, with no obligation afterward. Nothing is sold.
A Room Full Of Your Peers
Learn alongside other people who are working through the same questions.
Your Spot Is Ready For You When You Are
Pick a date that works for you and register in just a few clicks.
The agenda
What The Course Covers
A classroom-style course that makes retirement income planning easier to understand. Questions are encouraged. Designed for Ages 58-72.
1 Intro to Retirement Planning
How to visualize your own retirement
How to start: Document checklist and getting organized
The retirement planning process
Understanding inflation’s impact on retirement
Cost of healthcare in retirement
How long does retirement last?
Calculating how much money you need to retire
Basic Tax Diversification in retirement
Creating a retirement budget
Healthcare cost trajectory
How much money do you need today
Three-Legged Stool of retirement income
2 Social Security, Retirement Accounts & Pensions
Traditional vs Roth Retirement Accounts
How to contribute to retirement plans
Roth Conversion Strategies
Common Taxes in Retirement
Understanding and Planning for Required Minimum Distributions
Understanding Social Security Benefits and Terms
When to file for Social Security and what to expect
Comparing various filing strategies
Filing Strategies for Spouses and former Spouses
Pension and Pension filing strategies
Annuity Products and How They Work
Immediate vs Deferred Annuities
3 Investing in Retirement
What to consider before making any investment
Investing with respect to your time horizon
Sequence of Return Risk
Types of Bonds
Types of Stocks
What goes into a diversified portfolio
How to stay consistent and why it matters
Bond Laddering Strategies
Balancing your investments
4 Insurance & Estate Planning
Understanding Medicare Plans
Choosing Medigap Supplement Plans
Cost of Medicare
How and when to enroll in Medicare
What Medicare does and does not cover
What Long-Term Care covers
Local Cost of Long-Term Care cacilities
Different ways to insure Long-Term Care expenses
Using life insurance in estate planning
Understanding Trusts and what They Do
Federal and State Estate Taxes
5 Keys to Retirement Bliss
We recap the course and review the biggest takeaways as well as answer all questions you may have.
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About Retire.Courses
Free Courses, Taught By Local Professionals
Retire.Courses offers free retirement courses and guides. Local financial professionals teach the courses and may pay us a flat fee for marketing. We never take commissions, and nothing is sold at a course.
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