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Wealth Coaching Series
Theses classes are for clients and their guests only. They are generally held on Saturday mornings at 10am, generally lasting an hour and a half to two hours per class. Registration information for each course will be posted online 4-6 weeks in advance.
Where
Holiday Inn - Akron West
4073 Medina Road - Akron, OH 44333
When February 20, 2010 - 10am
April 24, 2010 - 10am
September 25, 2010 - 10am
November 20, 2010 - 10am
To Register
Please send an email to Stacey Stuchal at Stacey@TrueWealthDesign.com or call 330-777-0688. Be sure to include the full names of each guest.
About February's Wealth Coaching Series...
The February class will be covering a 2009 market recap and tax-planning opportunities available through ROTH IRA conversions. Conversions were previously prohibited for those making more than $100k in personal income. Conversions can help people maximize their spendable dollars in retirement and provide tax diversification in light of likely future tax increases. A conversion could also work well for seniors in their estate planning—perhaps a parent—who are required to take distributions from their IRA but do not need the money to live on. If you know of friends or family that a fit these descriptions, invite them to come along to the Wealth Coaching class to learn more
About April's Wealth Coaching Series...
We are pleased to announce a special guest speaker for April's event. Diane C. Savage, CFP® will be our special guest speaker and will be discussing the non-financial aspects of retirement planning in her talk entitiled, Retirement...It's Not Just About The Money.. She is President of Goodlife in Westalke Ohio and has knowledge and expertise in programs that focus on psychological/social issues of retirement; financial goal setting; retirement/pre-retirement planning; financial decision-making skills; financial issues for eldercare; money decisions for women; utilizing company benefit plans and owning your role in retirement security. Some issues she considers to be on the horizon are baby boomers and retirement, the idea of ‘life planning’ one’s retirement, and the relationship of successful aging and ‘retirement’.
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