Life After Work:
How to Create a Sustainable Income Stream in Retirement
Tuesday, February 7
8 a.m. - 9:15 a.m.
OR
7 p.m. - 8:15 p.m.
Whalen & Company, CPA
& Consultants
250 W. Old Wilson Bridge Rd.
Suite 300
Worthington 43085
At this workshop you will learn:
- Why you need a retirement income plan
- 4 questions to ask before you retire
- How to determine how much income you will need in retirement
- The 4 primary sources of retirement income
- 4 popular withdrawal strategies and the pros and cons of each
- The 12 things a "best-case strategist" does to ensure a sustainable stream of income in retirement
Whether you plan to stop work all at once, or ease into retirement by working part time, at some point you will need to arrange for multiple sources of income to replace your paycheck. What do you need to think about as you transition from work life to retired life? Where will your income come from? How can you make it last?
Join us for an enlightening seminar that will get you thinking about your next phase of life and what you need to do to prepare for it.
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HOW TO REGISTER (DEADLINE IS FEBRUARY 5)
Please respond to Tracy Ceritelli by email (click here) or call 396-4200 by Monday, February 6. Seating is limited to 20 at each session. Registrants will be accepted on a first-in, first-served basis.
The morning session will be held from 8 a.m. to 9:15 a.m., and the evening session will be conducted from 7 p.m. to 8:15 p.m. Both sessions will be held at the Whalen & Company office. Beverages will be available. There is no charge for the workshop.
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WORKSHOP PRESENTERS
 Eric Bishoff, CFP, is in his 19th year in the financial services
industry and serves as the branch manager of The Bishoff Financial Group. Whalen & Company works with The Bishoff Financial Group as an alliance partner for financial services. Securities offered through LPL Financial, Member FINRA/SIPC.
Richard Crabtree, CPA, PFS, has been a part of the Whalen team since 1986. In 2001, he was made a partner in the firm and now assumes leadership in the areas of tax, consulting and marketing. He is a member of the Ohio Society of Certified Public Accountants (OSCPA), American Institute of Certified Public Accountants and Worthington Estate Planning Council.
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