Skip to main content

Contact Me

Mike Bowers

800-589-8430 Contact Me

Open Door Presentations

REGISTER NOW

OPEN DOOR PRESENTATIONS

Your Guide to A Better Retirement

Learn from local experts on how to plan and create a safe, secure, predictable future.

Get ready for your retirement, a period of time that will last much longer than you ever thought or planned. You will learn Retirement Planning Essentials, What to Know, What to Do and Who to Ask.

INTRODUCTION – ALL ARE WELCOME

These free information presentations are for retirees (Boomers’), their families, and advisors. Retirement is not as simple as reaching age 65 and just quitting your job.

It takes planning. And the earlier you start, the better.

These local experts will share their advice on your retirement Options and Choices. You will discover and learn about concepts, strategies, and government programs that help seniors stay financially secure, healthy, and remain socially active. To help you enjoy your retirement.

Join us for these free events where we will be discussing retirement planning, financial tips, affordable housing options and more!

These free information presentations are for those 50+ and current retirees (Boomers’), their families, and advisors. Retirement is not as simple as reaching age 65 and just quitting your job. It takes serious, dedicated planning. And the earlier you start, the better. 

These experts will share their advice on all of your retirement Options and Choices. You will learn...

  • Up-to-date retirement income strategies
  • Updates on social security and taxation changes. 
  • Affordable housing options
  • Learn new 2021 - 2022 estate planning information. 
  • How to Increase Monthly Retirement Cash Flow
  • How to improve your finances
  • Plan and budget for healthcare
  • Update your estate plan

All seniors want to be Healthy, Happy, and Hopeful for the future. Each month you may pick and choose which presentations offer the topics that you are most interested in hearing. You will learn how to improve your finances, increase your monthly retirement cash flow, plan and budget for healthcare, and update your estate plan. Enjoy your life, relish your golden years, plan your future by joining us for our next Open-Door Presentation.

Our Presenters

October 21, 2021 

Wendy Beatty
Vice President of Business Development
 
 
Wendy will answer these all-important questions.
 
  • When do I qualify for Medicare?
  • How do I apply for Medicare?
  • What if I’m still working, should I apply for Medicare?
  • Once I’m on Medicare, what are my next steps?
  • How are my prescriptions covered under Medicare?
  • What are all these commercials I see about dental, vision, and all of the extra benefits? How do I know if I qualify for these benefits?
 
 
 

November 18, 2021 

Mark Kiner
Premier Social Security Consulting, LLC
7361 East Kemper Road Unit B
Cincinnati, Ohio 45249

Situational Social Security – How Retiring Partners Can Maximize Social Security Benefits

Mark will discuss the questions and issues that relate to every individual.  With 76 million babyboomers, everyone has a unique SS situation. Mark will address the questions and issues that relate to all future retirees and clients (single, married, surviving spouses, divorced couples, children, public employees and folks that can still file the Restricted Application.  Advisors have no clue about SS options due to lack of education.  SS is the universal language for babyboomers.

Learn More About Mark Kiner


CLICK A DATE BELOW TO REGISTER 


10/21/21 at 10:30 am Blue Ash

4555 Lake Forest Dr Suite 650, Cincinnati, OH 45242

 

11/18/21 at 10:30 am Blue Ash

4555 Lake Forest Dr Suite 650, Cincinnati, OH 45242

 

Light Lunch will be Served



Back to top