Planning and Coordinating Your Retirement

Learn How to Plan for a Comfortable Retirement and Avoid Costly Mistakes

This 3-hour course includes a workbook and exclusive training in an unbiased classroom setting.

Three Dates to Choose From



March 16th

8:30 am - 11:45 am



March 21st

5:30 pm - 8:45 pm



March 23rd

8:30 am - 11:45 am

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About the Instructor

Brion T. Walters, CFP®, ChFC®, CLU®

Brion T. Walters is a Certified Financial Planner® with over 25 years of experience.

He simplifies complex financial concepts by using relatable scenarios that are easy to understand.

Brion is a strong believer that being educated almost always leads to better financial outcomes, especially in retirement.

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In This Workshop, You Will Discover

How to your retirement plan in this post-pandemic/inflationary period.

How to think about and better understand “retirement”.

Why so many retirees are in danger of outliving their money and what steps you can take to avoid it.

The truth about annuities and what to be aware of.

The two questions every pre-retiree or retiree should know the answers to.

The sources of retirement income - including updates on social security — and how to build a solid retirement income plan of your own.

Understanding the risks involved with different types of investments and how to allocate assets based on your personal risk tolerance.

The rules, regulations, and tax consequences of qualified plans (IRA, 401k, 403b) and how to manage them.

Getting your estate in order: understanding wills, trusts, probate, and tax-efficient distribution to your heirs.

Putting everything together so you’re coordinated.

Professionals available to help and key questions to ask.

Who Should Attend?

Individuals and couples between the ages of 50 and 70.

Those concerned about our financial markets and wanting to prepare for the next recession.

Investors looking for other perspectives or ideas.

Baby boomers, getting ready to or already retired, looking for guidance based on recent academic research.

Why Now?

Recent changes in the tax laws.

Instability and continued volatility in the various markets necessities action.

Recent research indicates being more aware of the various approaches to retirement planning and how to coordinate could be beneficial.

Understanding how to think about retirement can help lead you to a brighter future you can design and control.

You only get one shot at retirement. Make it count.

Anderson Center

Anderson Center Building, 7850 Five Mile Rd, Cincinnati, OH 45230, United States

Reserve Your Spot

* There is no-cost to attend an event

* Please note: due to limited availability, registration will end without notice once the approximately 30 seats for this class are filled.

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We are an educational firm. The content of this material is derived from sources that are considered accurate. This material is not intended as tax or legal advice. For specific information relating to your situation, please consult your legal or tax professional. Neither the opinions expressed nor the material provided should be considered a solicitation for the purchase or sale of securities.

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