Retirement Planning
Invest in Your Future
It is never too early to plan for your future. Not sure where to start? Oswald Financial is here to help. Over the coming months, they are offering a series of webinars designed to give you the resources you need to start focusing on retirement readiness.
AUGUST: Retirement planning
for any age
No matter your age, it’s never too early or too late to start planning for retirement. During this webinar, we will explore strategies and tools to help you build a solid financial foundation for your best years ahead
SEPTEMBER: Will and Estate Planning
Protect what you have worked for and ensure your wishes are carried out. We will dive into the importance of having a well-crafted will and estate plan now and provide direction on how to get started.
OCTOBER: Medicare
Unravel one of the biggest mysteries in financial planning – Medicare. We will discuss Medicare’s many layers, explain how to enroll and provide tips on choosing the right coverage for your needs.
NOVEMBER: Social Security
Social Security is a critical component of most retirement plans. We will explore how Social Security works, when to claim benefits, and how to maximize one’s income in retirement.
Each webinar is designed to help you plan for the future. Webinars are less than an hour in length. You can either attend the webinar live or register for the webinar to receive archived video access. Our goal is to simplify the entire process while helping lessen the pressure and intimidation of money management.
Take the first step towards securing your financial future today!
For more information and valuable resources to help you navigate your retirement planning journey, visit our trusted partners:
UROne: Your all-in-one Medicare Solution
Visit: uronebenefits.com
Financial Planning: Pursue your goals, maintain your confidence, balance risk, rewards
Russell McAlonie 216-367-1832 | [email protected]
