Navigating Retirement with Confidence

You're Invited

Join us for "Navigating Retirement with Confidence: A Comprehensive Guide to Investing and Income Planning"! This informative adult education class, led by James C. Sexton III, CFP®, CFS of Western Reserve Capital Management, is designed to provide you with the knowledge and strategies you need to manage your retirement assets, minimize taxes, and create a sustainable income stream. You'll learn how to avoid costly mistakes in investment portfolio management, healthcare, and estate planning, and discover strategies to maximize your IRA assets, optimize your Social Security benefits, and protect your assets. By attending this class, you'll gain a clear understanding of how to navigate retirement with confidence and create a comprehensive plan for a secure and fulfilling retirement.