Join us for refreshments while learning about the planning strategies we use to help you achieve your lifestyle goals and retirement vision. These in person workshops are presented by OakWood advisors.
Where: DoubleTree (1111 Jefferson Rd., Rochester, NY 14623)
Registration is required.
Guests are always welcome.
Tuesday, February 8th, 2022
6:30 – 7:00 p.m. Plated Dinner
7:00 – 8:30 p.m. Presentation
Menu: side salad, organic chicken, roasted potatoes, green beans, and chocolate cake. Vegetarian and gluten free meals may be requested in advance.
This two-topic workshop is for clients planning to retire within the next 3-10 years.
Mindful Retirement: It Takes More than Money
Does your retirement plan go beyond your bottom line to include fundamental considerations, such as health and wellness, relationships with family and friends, and meaningful ways to fill your time? We’ll examine how attitude and connection affect our experience once our prime earning days are over—and what we can do to prepare ourselves for some of the best years of our lives!
Planned Retirement: Financial Strategies That Can be Impactful
We’ll take a closer look at the opportunities available and how taking advantage of them today can make a significant difference in retirement. Topics will include approaches to managing tax brackets, using bucket strategies, leveraging HSA accounts, and taking a more strategic approach to the types of investments held in before- and after-tax accounts. Register by January 31st
Date To Come In 2022
Women as Investors: Funding Your Present and Future Self
Make the most of your retirement while maintaining your long-term security as you navigate the three stages of retirement and their individual impacts on spending. We will discuss how tax planning, strategically using your assets for cash flow, understanding the new Secure Act, avoiding the Medicare cliff, leveraging the value of your home, and other opportunities can help to maximize your nest egg throughout retirement.
Are you getting the personal attention you deserve?
The overriding principle that our clients’ best interests are above all else is the reason why the relationships we’ve built are authentic and long-lasting.