Get on the Right Track to Achieving Financial Success!

Unfortunately, most people will spend more time planning their vacations than planning for their financial futures.  This can be  a recipe for disaster.  Our 3-hour information-rich educational workshop will get you on the right track to achieving financial success.

This information-packed workshop is taught using interesting examples in an enjoyable classroom setting.  Attendees enjoy the interactive lecture format where participation and questions are encouraged but not required.  The goal of the workshop is for each attendee to leave with actionable strategies for bettering his/her financial situation.


What You Will Learn:

During this 3-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.
  • AND MUCH MORE!


What You Will Receive:

Pure Education.  You’ll be instructed on retirement planning strategies over 3 hours. The information presented is designed to be purely educational.

Workbook.  An optional 200 page color workbook can be purchased as a companion guide for $20.  It contains the content covered in the workshop along with practical exercises and examples to help you learn and remember everything discussed.

Optional Planning Consultation.  You are entitled to an optional strategy session after the conclusion of the class.  This is your opportunity to ask specific questions regarding your financial future and goals.

 

Workshop Location:

Strategic Wealth Partners (Conference Room)
5005 Rockside Rd, Suite 1200
Independence, OH 44131

Monday, October 22nd  
6:00pm – 9:00pm

*Snacks and refreshments will be served beginning at 5:30pm
**No cost to attend

 

Register For the Workshop Today!


Your Instructor:

mark-tepper.pngMark Tepper, CFP® is President and CEO of Strategic Wealth Partners in Independence, OH. Mark is a John Carroll University graduate with a Bachelor of Science in Business Administration in Finance and is a CERTIFIED FINANCIAL PLANNER™ professional with over 17 years of industry experience. 

Mark is a noted author of Walk Away Wealthy - The Entrepreneur's Exit-Planning Playbook and Exceptional Wealth: Clear Strategies to Protect and Grow Your Net Worth. He is a frequent contributor on CNBC's Street Signs and Closing Bell, as well as Fox Business. Mark has also been featured in numerous publications, including The Wall Street Journal, Kiplinger's, and CNN Money.