You're invited!
Women & Wealth: Planning for the Unique Challenges Women Face in Retirement
Women often face unique and challenging obstacles in retirement, particularly overcoming the retirement income gap. Join your local host at Indiana Wesleyan University on Wednesday, May 7 at 6:00 p.m. while we discuss important financial topics for women in or nearing retirement. During this event, we’ll cover:
- Unique retirement planning challenges for women: Addressing longevity, lower earnings and higher health care costs.
- Closing the retirement savings gap: Strategies to overcome disparities in savings and help ensure a secure future.
- The rise of women in wealth management: Women are expected to control most of the $30 trillion in financial assets passed down by Baby Boomers by 2030.
Seating is limited. This is a no-cost, no-obligation event.
Join the 100,000+ who have attended Your Retirement Reality's nationwide events and walk away with newfound confidence and actionable retirement strategies.*
Event Details
Location
Indiana Wesleyan University
9286 Schulze Dr, West Chester, OH 45069
Date & Time
– Wednesday, May 7 at 6:00 p.m.
Registration Closes In:
There's no better time to reevaluate your retirement income plan to help ensure you won't outlive your money. At this seminar, we'll discuss:
- Creating reliable income in retirement: Maximizing Social Security, pensions and other income streams.
- Impact of life-changing events: How career changes, family dynamics and caregiving responsibilities shape women’s financial planning.
- Tax-efficient retirement savings strategies: Leveraging tax-deferred, taxable and tax-free accounts to grow wealth.
- Health care planning for women: Preparing for higher health care and long-term care expenses.
- The role of life insurance in financial security: How it provides a safety net and additional income opportunities.
- Getting started with a personalized financial strategy: Steps to build confidence and help achieve financial independence.
Why Attend?
01
Preparedness
People thinking ahead and preparing for an early retirement or looking to reach their goals and live the lifestyle they envision.
02
Preservation
Pre-retirees or retirees who have done a really good job at saving for retirement and want to do everything they can to preserve and protect their assets.
03
Confidence
Those who don’t currently have a retirement strategy in place or are looking for a second opinion to make sure they have considered all the strategies available to them.
Protect your financial future.
Stop worrying about your financial future as retirement approaches. Our events are designed to address your concerns and provide you with the latest tools and strategies you need to create a holistic plan by focusing on these core pillars of retirement income planning…
Proactive Social Security Strategies
Learn ways to help maximize your benefits and ensure you get the most out of your contributions.
Tax-Efficient Retirement
Income
Discover ways to help reduce your tax burden and keep more of your hard-earned money.
Investment Strategies for Volatile Markets
Learn how to help protect your wealth and invest it comfortably, even in uncertain markets.
Longevity & Legacy
Planning
Ways to help ensure your income lasts as long as you do and pass on a lasting legacy.
Your Presenters
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.
Frequently Asked Questions
What is Your Retirement Reality?
Your Retirement Reality is a national entity that partners with financial professionals all across the U.S. to offer unbiased information on the constantly changing tax laws and retirement strategies. There’s a knowledge gap as retirement approaches, and we’re here to help individuals like you understand the best course of action for your ideal retirement.
Who is this event for?
Our presentation is designed for individuals age 50-70 who are nearing retirement or those who have recently retired. To get the most from our events, attendees should have retirement savings ranging from $250,000 to $5,000,000. This ensures our content and strategies are more tailored to your unique financial situation.
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!
© 2025 Your Retirement Reality | Privacy Policy
¹ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
² https://www.ssa.gov/cola/
³ https://www.fool.com/retirement/2019/06/22/most-people-are-expected-to-outlive-their-savings
⁴ https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/market-updates/on-the-minds-of-investors/whats-behind-the-surge-in-working-women/
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.
*Information is applicable to all events conducted by its collective members through Your Retirement Reality from 2016-2025.
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.