Upcoming Retirement Seminars

​​We have a wide range of available seminars and webinars related to Retirement Solutions, covering topics from Retirement Income Planning to Understanding Social Security. Choose from the events listed below!

• Retirement Income Planning - IN-PERSON SEMINAR
• Thursday, July 11, 2024 | 6:00 - 7:00 pm​​
  
• Wright-Patt Credit Union | 3610 Pentagon Blvd, Beavercreek, OH 45431
• Most of us imagine retirement as a happy time, a reward for a lifetime of hard work, full of possibilities and potential. Americans are living longer, healthier lives than ever before. For some of us, retirement will make up a full third of our lives which means our retirement assets will have to do more for us over a longer period of time. This makes planning for our retirement essential. Join Bob Scarfo, CFS* Financial Advisor, to learn more about having enough income in retirement.
  
• Register by clicking here.​
  
• ​Estate Planning Basics - IN-PERSON SEMINAR
• Saturday, July 13, 2024 | 10:00 - 11:00 am
• Wright-Patt Credit Union | 3610 Pentagon Blvd, Beavercreek, OH 45431
• An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family’s financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. Join Dave Hahn, CFS* Financial Advisor, to learn more about estate planning.
• Register by clicking here.​
  
• Understanding Medicare - IN-PERSON SEMINAR
  
• Tuesday, July 16, 2024 | 6:00 - 7:00 pm
• Wright-Patt Credit Union | 3610 Pentagon Blvd, Beavercreek, OH 45431​
• Whether you are new to Medicare or need to review your current elections, make sure you are prepared, informed and in control of your Medicare benefits. Join John Sagraves, CFS* Financial Advisor, to discuss these topics.
• Register by clicking here.​
  
• Planning for Long-Term Care - IN-PERSON SEMINAR
  
• Monday, July 22, 2024 | 6:00 - 7:00 pm
  
• Wright-Patt Credit Union | 3610 Pentagon Blvd, Beavercreek, OH 45431
  
• According to the federal government, a majority of people over age 65 will need some type of long-term care, with a significant number of people needing care in a nursing home. Join Nathaniel Stevens, CFS* Financial Advisor, to learn more.
• Register by clicking here.​
  
• Investment Basics - VIRTUAL WEBINAR
  
• ​Thursday, July 25, 2024 | 3:00 - 4:00 pm
  
• Virtual Event - link provided after registration
  
• Most of us imagine retirement as a happy time, a reward for a lifetime of hard work, full of possibilities and potential. Americans are living longer, healthier lives than ever before. So, for some of us, retirement will make up a full third of our lives which means our retirement assets will have to do more for us over a longer period of time. This makes planning for our retirement essential. Join Amanda Van Schaik, CFS* Financial Advisor to learn more.
  
• Register by clicking here​.​​