What You Will Learn:

During this 2.5 hour educational workshop, you will learn how to:

  • Determine how much money you’ll need to retire.
  • Implement investment strategies to ensure your money lasts.
  • Diversify your investments to seek maximum return potential.
  • Develop a distribution strategy that maximizes the longevity of your portfolio.
  • Minimize volatility in your investment strategy.
  • Avoid behavioral finance errors that can cost you significant dollars.
  • Build a disciplined investment strategy that stands the test of time.
  • Use 401(k)s, IRAs and Roth IRAs to reduce your current income taxes and save for retirement.
  • Execute the retirement plan distribution strategy that is right for you.
  • Properly roll over your 401(k) after retiring.

What You Will Receive:

Pure Education

You’ll be instructed on retirement planning strategies for over 2.5 hours. The goal of the workshop is for each attendee to leave with actionable strategies for bettering his/her financial situation.

Consultative Consultation

You are entitled to an optional strategy session with one of our qualified financial advisors after the conclusion of the workshop. This one-on-one meeting is your opportunity to ask specific questions regarding your financial future and goals.

Get on the Right Track to Financial Success!

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Meet Your Course Instructors:

Mark TepperMark Tepper, CFP®, is President and CEO of Strategic Wealth Partners. He is a John Carroll University graduate and is a CERTIFIED FINANCIAL PLANNER™ professional with over 17 years of industry experience. Mark is a noted author of Walk Away Wealthy and Exceptional Wealth. He is a frequent contributor on CNBC and Fox Business and has also been featured in numerous publications, including The Wall Street Journal, Kiplinger's, and CNN Money.
Tony ZabiegalaTony Zabiegala, CRPC, is Vice President and Co-Founder of Strategic Wealth Partners. Tony provides wealth management solutions and customized retirement plans to high-net-worth families who have outgrown cookie-cutter advice and require tailored solutions to optimize their financial situation. Tony has appeared on CNBC and have been quoted in The Wall Street Journal, Forbes, Kiplingers, and Crain's Cleveland Business, amongst others.

Discover more about planning a secure retirement than most people learn in a lifetime.

Unfortunately, most people will spend more time planning their vacations than planning for their financial futures. This can be a recipe for disaster. These information-packed sessions are taught using interesting examples in an enjoyable classroom setting. Attendees enjoy the interactive lecture format where participation and questions are encouraged but not required.

Space is limited so do not delay signing up for this course and getting yourself on the right track to achieveing financial success!

Register Today