Cedar Crest College
What You'll Get:
• Seats to live classroom instruction
• Education from licensed financial advisors
• Time to get questions answered live
• An opportunity to connect with the instructor about your situation
What We'll Discuss:
$ 0.00 USD
Retirement Design Lab exists to empower you to take control of your retirement through education
Financial literacy helps support retirement confidence and preparedness. As the financial world continues to get complicated, connecting people to qualified educators becomes ever more important.
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How you will spend your time, what kind of lifestyle you will have, and how your finances will look. It can also include envisioning how you will stay active and connected with family and friends
RDL instructors are licensed financial advisors. Each of our events will provide a good foundation for education and retirement mindsets, but to truly evaluate your goals compared to your situation, we encourage attendees to meet individually with the instructor of their event. These professionals will typically make some time available to meet with people individually to discuss planning goals.
Because many financial topics become intertwined with other areas of professionalism, such as estate planning or tax planning, our instructors may remain at a high level. Feel free to ask them if they are able to advise on specific topics or areas, but note that you may need to speak to licensed individuals that specialize in that area.
That is one of the biggest concerns soon-to-be retirees have, and a question we are passionate about helping you answer. Our events offer practical strategies for maximizing your retirement income and making your nest egg last throughout retirement. RDL instructors are financial professionals who can work with you to help you to build a retirement income plan that provides you with greater confidence in your future planning.
You are welcome to do so! Registering for an event does not sign you up for anything other than attending the event. Personal finance and retirement planning is highly individualized and you may benefit from another source of information or(should you meet with an instructor individually) second opinion, just like you may seek from doctors, lawyers, auto mechanics, and other professionals. Our hope is that you will leave feeling more confident and empowered in your financial future.
For over two decades, Steve has been working in the financial services sector. He graduated from Cornell University with a degree in Business Management and has earned the professional designations ChFC® (Chartered Financial Consultant) and CFP® (Certified Financial Planner).
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Shannon has been helping clients achieve their retirement goals since 2013. Her background in professional counseling, as well as her studies in the area of finance, have provided her with the unique ability to connect with her clients beyond just the values of their portfolios.
Read Full BioImportant Information & Disclosures: This event is not affiliated with or sponsored by Cedar Crest College. Should you have questions, please direct them to Hello@retirementdesignlab.com or reach out directly to the instructor upon registration. Your instructors will be Steve Jablonski and Shannon LaRosse. Steve Jablonski and Shannon LaRosse are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Informed Family Financial Services, Inc. is not affiliated with USA Financial Securities Corp.