Timely Event at Indiana Wesleyan University in West Chester, OH
Women & Wealth
Planning for the Unique Challenges Women Face in Retirement
Event Details
Indiana Wesleyan University
9286 Schulze Dr
West Chester, OH 45069
Event Options:
– Wednesday, May 7 at 6:00 p.m.
Seating is limited. There is no charge to attend!
Women often face unique and challenging obstacles in retirement, particularly overcoming the retirement income gap. Join us for a special presentation at Indiana Wesleyan University while we discuss important financial topics for women in or nearing retirement.
What we’ll cover:
- How to help overcome the unique and significant challenges that women often face in retirement.
- How to help make the most of what you’ve made and navigate your retirement income accounts including 401(k)s, 403(b)s, IRAs, TSPs, etc.
- How to potentially maximize Social Security income and take advantage of spousal benefits.
- Powerful strategies that may help you reduce the taxes you pay in retirement.
- Planning for longevity, inflation and future tax increases to help ensure you won’t OUTLIVE your money in retirement.
- Understanding potential risks and costly mistakes that may derail your retirement and how you may be able to avoid them.
- And much more!
Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Your Retirement Reality. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!
Do you have a retirement income strategy in place?
Don’t miss this information-packed event!
Why attend?
This presentation combines two empowering elements:
Professional Insight
Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a no-cost retirement snapshot analysis for your current strategy.
Let’s face it: women and men are different in so many ways! Income in retirement can be different too.
More than 80% of Americans are worried they won’t have enough money for retirement¹ and over 78 million Baby Boomers are set to retire in the next decade. In addition, women may face unique retirement challenges that men do not:
- Women are typically paid less over their lifetime.
- Women are living longer than men on average, meaning their retirement income needs to last longer.
- Women have a higher likelihood of living alone in retirement².
- Women have a tendency to invest more conservatively compared to men, which can lead to less growth of their retirement assets over their lifetime³.
It’s important to know about these challenges, and create a plan to combat them, so you can reach your retirement income goals.
Meet Your Hosts
Jamie Powell, CFP® | Capital Advisory Services
Jamie and her husband, Jan, have been married since 1983 and have three children, Adam, Alexandra and Zachary. They also continue to actively support the Rare Disease Family Foundation, a non-profit organization founded by their daughter, Alex, which supports children and young adults and their families living with a rare disease.
David Leisring | Capital Advisory Services
David was born in Cincinnati, Ohio and graduated Cum Laude from the University of Dayton in 2019 with a Bachelor of Science in Finance, a minor in accounting, and a specialization in Investment Management. He was also a 3x Academic All American for Division I FCS Football in 2016, 2017, and 2018. David is a Licensed Financial Professional, Investment Advisor Representative. Prior to joining Capital Advisory Services, LLC, David worked for GE Aerospace Finance for 4 years. There, he graduated from their Financial Management Program.
David also acquired his Series 7 Security License along with the Series 66 and Ohio Life & Health Insurance license in 2023. He has been a Registered Representative and Investment Advisor Representative since 2023.
David grew up on the west side of town, attended St. Xavier High School, and played football and lacrosse. Some hobbies outside the office include skiing and reading. David has two siblings: Kathleen and Philip. In May of 2024, David married Alex, his longtime college sweetheart. David and Alex reside in Oakley.
© 2024 Your Retirement Reality | Privacy Policy
¹ http://www.fool.com/retirement/general/2016/01/26/20-retirement-stats-that-will-blow-you-away.aspx
² https://www.pewresearch.org/fact-tank/2020/03/10/older-people-are-more-likely-to-live-alone-in-the-u-s-than-elsewhere-in-the-world/
³ https://www.fool.com/research/women-in-investing-research/
Investment Advisory Services are offered through Capital Advisory Services, LLC. Capital Advisory Services, LLC is independent of BFCFS.
Our firm does not provide legal or tax advice. There are risks involved with investing which may include market fluctuation and possible loss of principal value.
Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.
The presenter can provide information, but not specific advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.