WOMEN-ONLY EVENT: No-Cost Dinner at Rosewood Grill Westlake in Westlake, OH
Women & Wealth
Navigating Women's Unique Retirement Needs
Menu:
Your choice of Gulf of Maine Salmon, Lobster Fettuccine, Chicken Anna, New York Strip Steak or Filet Mignon. All served with a choice of salad and dessert.
Event Details
Rosewood Grill Westlake
2033 Crocker Rd
Westlake, OH 44145
Event Options:
– Rosewood Grill Westlake on August 19 at 6:30 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 and women-only event at Rosewood Grill Westlake 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: We protect your privacy. Information is confidential and never shared with any unaffiliated third parties. Please provide your best email and mobile phone to ensure delivery.
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 Host
Laura Schultz, Wealth Advisor & Financial Professional, JD
Owner of Preservation Retirement Strategies & host of Retirement Ready TV invites you to this women-only, must-attend dinner event!
As co-owner and wealth advisor of Preservation Retirement Services, Laura Schultz loves building relationships with her clients and uncovering what they want from their dream retirement. She enjoys helping clients understand and simplify their investment options, then implementing financial plans designed to bring their retirement goals into reach.
Before joining Preservation Retirement Services, Laura spent 12 years as a successful commercial litigation attorney at the Thompson Hine LLP law firm in Cleveland. During that time, she assisted bank and manufacturing clients with resolving contract disputes.
Laura was inspired to switch career paths after watching her husband, Tim, connect with clients and change their lives for the better by helping them plan and build successful retirements. She is particularly passionate about helping women feel financially stable and confident in their financial decision-making.
Laura has passed the Series 65 securities exam and is an Investment Adviser Representative. A former classical musician, Laura earned a Bachelor of Arts and Master of Arts in flute performance from Western Illinois University. She also earned her Juris Doctorate from the University of Iowa.
Away from work, Laura is an avid home chef and sports fanatic, cheering on all University of Iowa and Cleveland teams. She also loves reading to her son, Caspian, and daughter, Samantha. Laura is a lifetime member of Girl Scouts and earned her Gold Award, the highest achievement possible. She continues to support Girl Scouts’ mission, serving as a member of the Board of Directors for Girl Scouts of Northeast Ohio. (Not to mention buying and eating a lot of cookies!)
Retirement Ready Television with Tim & Laura Schultz
Tune in Saturdays at 7pm for our Retirement Ready TV episodes.
© 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/
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.