EDUCATIONAL CLASSES

As President of the Cincinnati Chapter of American Financial Education Alliance, John teaches a variety of adult education workshops free to the public. 

The American Financial Education Alliance (AFEA) is one of the fastest growing non-profit financial wellness programs in the country. Our unique “No Selling” approach, coupled with strategic alliances, will change the way you think about financial education. As an IRS approved 501(c)(3) non-profit organization, AFEA’s mission is to empower Americans to take control of their finances by providing unbiased financial education.

Visit our Cincinnati Chapter class schedule to register for an upcoming class: www.myafea.org/chapterevent/1858

IRA’s, ANNUITIES and OTHER SOURCES
OF RETIREMENT INCOME

This class offers real world strategies and methods designed for those preparing for retirement and exploring the usage of different types of investments for income in retirement. This course is designed to take the confusion out of understanding income sources and provide you with everything you need to know in an easy to understand format to help you determine what income strategies are right for you. This course will show you how to clearly define your own retirement goals and objectives and equip you with the knowledge and tools necessary to put your plans into action.

SOCIAL SECURITY BENEFITS

This course is designed for those 60 and up who are planning to file for their Social Security benefits. This class will take the confusion out of Social Security income options and help determine which is best for you. Whether married or single, attendees will learn how to properly file to optimize benefits. You will also understand how income from other sources will affect the amount you are able to receive from Social Security and the tax implications of various claiming strategies.

MEDICARE A, B, C D’s

This class is a one-hour educational course designed to teach you everything that you need to know about Medicare and how to determine the best options for your current situation. This class will remove the confusion about the different parts of Medicare, what it covers, what it doesn’t cover, and clearly explain the upcoming changes and how they will affect you. Whether you are currently on Medicare, or about to begin your benefits, this course will provide you with the valuable information you need to know. 

“We love to teach, and we believe well-informed clients make better decisions and have a higher level of confidence in the decisions they make.”

Tax and Wealth Advisors  |  Comprehensive Retirement Planning  |  Conservative Investment Strategies