YPC Personal Finance Event

  • 28 Feb 2013
  • 6:00 PM - 8:00 PM
  • Whetstone – Columbus Metro Library (Clintonville), 3909 N. High Street, Columbus, OH 43214

Registration


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Are you ready to get on the winning track regarding your personal finances in 2013? Do you have questions about your employer sponsored retirement plan?

Are you a sole-proprietor and wonder what your options are for retirement? Have you ever wondered what Estate Planning is? How it pertains to you?

Young Professionals of Columbus is offering a FREE event on Thursday, February 28th that will answer all these questions and more!

Come, Listen, Ask Questions & network with other young professionals who know what they’re talking about. Bring that list of questions you’ve always wanted answered! This is the perfect opportunity for you to get advice on your personal finances, retirement planning, life altering events & other very important issues you should be aware of as a young professional. You will leave with the peace of mind knowing you can control your financial future successfully.

YPC will offer the three sessions below – each will last a half hour, followed by 10 min Q&A for each presenter.

Session #1

Presenter: Cory B. Cook (Cox & Cook Wealth Advisors - Dublin, OH)

Financial Fitness 2013

  • The “Weigh-In”
  • Habits of the Financially Fit & building a PLAN for success
  • Time to trim your debt – Creating a snowball effect
  • Going The Distance – Obstacles for our generation & solutions on how to overcome them.    

Session #2

Presenters: Mark Beaver & Marie Hahnlen (Keeler & Nadler Wealth Management - Dublin, OH)

Whipping Your Retirement Plan Into Shape

  • How will I pay for retirement?
  • Filling the retirement income gap.
  • My company doesn’t offer a retirement plan, what are my options?
  • Traditional vs. Roth: which is better for me?
  • What can I do with my old 401(k)?

Session #3

Presenter: Andrew Bonnington (Resch & Root Attorneys at Law - Dublin, OH)

Exercising your wishes and working out your responsibilities in estate planning

  • A basic plan for young professionals
  • Taking the next step in planning
  • Stepping up to help a loved one
  • The probate process and how it affects you
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