Are you doing all you can to help make your retirement dreams come true? Unfortunately, for many of us the answer is no. The amount of financial information that’s available today can be overwhelming. And it’s often difficult to know what course of action is right for you.
Fortunately, preparing for retirement does not have to be complicated or confusing. Our workshop, Passport to Retirement®, will help you evaluate your current situation and allow you to be proactive about setting and pursuing your retirement goals.
Passport to Retirement is your direct route to:
- Setting Specific Retirement Goals
- Determining your Future Income Needs
- Identifying Sources of Retirement Income
- Steering Clear of Common Roadblocks
- Choosing Appropriate Investments
- Preserving your Assets
- Transferring Wealth to Family and Heirs
The cost of this workshop is $50, which includes Sessions I and II. For attending the workshop, you will receive a 140-page retirement workbook (one per family). This information-rich guide contains helpful checklists, self-analysis quizzes, charts, and worksheets to help you apply what you learn.
| Session I Topics |
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Session II Topics |
- Define and Create Your Retirement
- Assess the Costs
- Evaluate Your Sources of Income
- Invest for the Future
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- Protect Your Health and Wealth
- Receive Funds from Retirement Plans
- Manage Your Estate Distribution
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| Session I Dates |
Session II Dates |
| January 22, 2009 |
February 26, 2009 |
| March 26, 2009 |
April 23, 2009 |
| May 28, 2009 |
June 25, 2009 |
| August 27, 2009 |
September 24, 2009 |
| October 22, 2009 |
November 19, 2009 |
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Location: |
SUMMA Health Center |
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SUMMA Community Education Room |
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3838 Massillon Rd |
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Uniontown, OH 44685 |
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Time: |
6:00-8:00 PM |
For more information, please contact Nathan Bopp at (330)-896-6250.
©2009 Cornerstone Capital Advisors. All rights reserved. 
