FINPLN X900 - Financial Strategies for a Successful Retirement
Financial Strategies for a Successful Retirement is an in-person seminar that teaches you how to better manage your money so you can enjoy retirement. Participants will learn to assess their current financial situation and develop a personalized plan to help reach retirement goals. After the retirement planning classes, participants are entitled to a personalized retirement planning consultation with the instructor. The major topics covered in this course include financial basics, retirement income, investments, risk management and estate planning.
The recommended age group for this seminar is 45-65 years old but is open to anyone.
Instructor: Aaron S. Campbell, CFP® — Financial Advisor, Senior Portfolio Manager, Senior Vice President - Wealth Management
Aaron earned his B.A. in philosophy from the University of Utah and has post-graduate certifications from NYU in valuation and corporate finance. He is a student of investment valuation techniques. Passionate about delivering quality advice, Aaron has also earned the CFP® certification. He holds FINRA Series 7 and Series 66 securities licenses, a National Futures Association (NFA) Series 31 license, as well as several state Accident and Health, Life, and Variable Annuity licenses. In addition to managing investment portfolios, his group focuses on full financial planning - assessing such issues as client income needs, taxes, titling, insurance, gifting, trusts, and all manner of unique family and business situations. Aaron splits his time between Springboro, Ohio & Greencastle, Indiana with his wife Cassie and three young stepdaughters: Chanlie, Emmerson, and Hallie; and his two sons: Boede and Dillon. Boede wrestles at The Ohio State. Dillon wrestles at Virginia Tech.
Delivery Options
In Person: Successful completion of this seminar includes attending all four in-person sessions in Mason, Ohio.
Time to Completion
This is an in-person course on Tuesday evenings from 6:30-8:30pm for four consecutive weeks. Days and location are subject to change and more information can be found in the Enroll Now section in the right navigation.
Course Completion Requirements
Successful completion of this seminar includes attending all four in-person sessions in Mason, Ohio. There is no final assessment for this seminar-style course.
Technology Requirements
There is no online component for this course, and no technology is required to attend. There is Wi-Fi available at each session.
What You'll Learn
The course will give learners the strategy to answer the following questions:
- How much money will I need?
- Can I retire early?
- How can I put my money to work?
- Are there ways to potentially reduce my exposure to financial risk?
- How can I minimize my taxes?
- How will I manage my plan?
- How important is it to plan my estate?
- How can I provide for my heirs?
- What can I do to reduce my health care costs?
What You'll Earn
- All attendees will receive a copy of the Financial Strategies for a Successful Retirement workbook.
Additional Information
Cost for this seminar is $69 and includes the registrant as well as one guest (spouse, partner, friend or family member).
Contact Us
For questions about course content or learning objectives, please contact: Brenda Khounesombat, Brenda.khounesombat@ubs.com.