Marcum Hotel & Conference Center at Miami University
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.
Ben coordinates the financial planning process and helps identify your goals, recognizing some of those goals will change as your life unfolds and your needs evolve. He designs and implements customized strategies all as part of the proprietary process, The Path to Purpose FORMula™.
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Important Information & Disclosures: This event is not affiliated with or sponsored by the Marcum Hotel or Miami University Hamilton. Should you have questions, please direct them to Hello@retirementdesignlab.com or reach out directly to the instructor upon registration. Your instructor will be Ben Harvey. He is an investment advisor representative of, and securities and advisory services are offered through, USA Financial Securities Corp., (Member FINRA/SIPC). A registered investment advisor located at 6020 E Fulton St., Ada, MI 49301. Pathway Financial Planning, Inc. is not affiliated with USA Financial Securities.