
Explore retirement and personal finance topics with fellow OWLS member Paul Reasoner, CFP® and CIMA®, in this four-week educational series, Retirement Success and You, based on his book, Money Puzzles: Retirement Success Isn’t Predictable.
Participants will explore topics including the impact of inflation on retirement, investment principles, retirement income strategies, and the role that personal values and life goals play in financial planning.
The first session will introduce the course, outline reading assignments, and provide an opportunity for participants to get to know one another. Participants should bring a notebook and a pen to each class.
While not required, purchasing the book is recommended to get the most value from the series. Books will be available for purchase from the instructor at the first class for $25, or participants may order a copy in advance through Amazon.
This class is offered for educational purposes only and does not constitute individualized financial, investment, tax, or legal advice.
Venue
OWLS Club
Elkart, IN 46516