Passport to Retirement

Passport to Retirement - Your How-To Guide for Retirement Success

These 3-session workshops are designed to help you steer clear of roadblocks, acquire sound information, focus on your goals, and take action.

There are currently two workshops available:

WORKSHOP - Wadsworth

February 8th, 15th, 22nd
6:30 - 8:30pm

Wadsworth High School
625 Broad St, 
Wadsworth, OH 44281

WORKSHOP - CANTON

March 8th, 15th, 22th
6:30 - 8:30pm

North Canton Hoover High School
525 7th Street NE
North Canton, OH 44720


Gain the knowledge to indentify and overcome retirement challenges

This course will cover...

  • Methods to help you accumulate and protect your retirement savings
  • How to develop a retirement income stream in retirement
  • Strategies that could enhance your social security benefits
  • What you need to know about retirement plan rollovers, transfers, and distributions
  • Strategies to help protect wealth and pass it to your heirs and/or charitable causes

We will explore opportunities to help you…

  • Fight the effects of inflation, taxes, and procrastination
  • Understand your retirement plan distribution options
  • Explore potential nursing home care and related costs
  • Determine how much you will need to retire comfortably
  • Supplement your employer retirement plan
  • Avoid probate and estate taxes
  • Manage investment risk
  • Provide for your family and heirs

Tuition - $49

Advance registration and prepayment is required. You may pay with a check made payable to Presper Financial Architects LLC. Credit cards are not accepted. You may bring your spouse or one guest at no additional cost. 

Tuition includes one workbook. The workbook consists of 135 pages that will serve as a valuable reference tool for years to come. It is filled with strategies, worksheets, and descriptions that will reinforce key concepts covered during class. Additional workbooks may be purchased for $25 each.


Registration

Registration can be completed via email or by calling Presper Financial Architects LLC.

Phone: (330) 253-6000

Email: tricia@presperfinancial.com


Your Instructors

This course is presented across North America by financial services professionals. Your local instructors are Thomas Presper, CLU, ChFC, CFP, and Dan Garner, Registered Representative of Presper Financial Architects, LLC.

Securities and advisory offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.