The Retirement Project Workshops & Presentations

LESA Exclusive Workshop

Are you thinking about retirement or have you already made the big decision? Join us for these FREE Retirement Readiness workshops and learn essential skills for making your money last while protecting yourself against unnecessary and expensive mistakes.

You-Can-Do-It Retirement Planning

Learn how to select and monitor a variety of investments including stocks, bonds, mutual funds, and annuities. Discover what to look for in a financial advisor and how to establish investment goals as well as guidelines for when to get into the market and when to take profits. Includes FREE resources for building your own retirement plan. Thursday May 26th 5:00—7:00pm

If you have a retirement account this is an ideal class for you: Actual investment strategies that you can apply immediately. In depth discussion about saving money on fees, 10 most common retirement questions answered, retirement myths dispelled, and the truth about financial advisors. All your retirement questions answered.

Fixed Income and Conservative Investing

Worried about low interest rates or being able to replace your income without risking everything? Learn how to find and negotiate the best CD rates, which types of bonds and bond funds to use and which ones to avoid, how to spot costly annuity sales tactics, and how to build a retirement paycheck with dividend-paying stocks. Thursday June 2nd 5:00—7:00pm

Did you know that when interest rates go up the value of some investments like cd's, bonds, and bond funds can drop in price. Learn the best strategies for waiting out low rates and how different rollover options can make a major difference in how much money you use for retirement or pay to someone else.

Intentional Investing

What do your investments say about you? Straightforward tools, resources, and strategies for including your personal, social, and spiritual beliefs into your investments. Learn how to screen investments for environmental and human right issues; alcohol, tobacco, and gambling; animal testing, community investments and more. Become an Intentional Investor! Monday June 6th 5:00—7:00pm

Right now, you may actually own a mutual fund or other investments that is in direct conflict with a personal, social, or religious belief. Investors today have the power to look beyond the name of their mutual fund or a company to see what they actually stand for and support. Harness this power for the betterment of you and your loved ones as well as future generations.

Retirement Wellness

Fun and creative approach to retirement that strips away the numbers and addresses everyday life in retirement. Learn how to replace your work identity, stay socially connected, remain physically healthy, and more. Create a Retirement Wellness Plan, build a retirement curious list, and change your retirement life forever by answering three revealing questions. Tuesday June 14th 5:00—7:00pm

If retirement is less than 2 years away, this is a must attend. Too many people start their first day of retirement with a financial plan and nothing else. This can cause unexpected problems and derail a truly meaningful retirement. Ensure that you are prepared for the mental, social, and health related aspects of retirement instead of just the financial ones… and avoid the dark side of retirement.

Workshop Location

• McGuffy Room C

The Retirement Project is an educational initiative created by Drummond Osborn, CFP® and Robert S. Laura, co-founders of OSBORN Wealth Management/SYNERGO Financial Group. OSBORN Wealth Management/SYNERGOS Financial Group is a Registered Investment Advisor registered in the states of Indiana and Michigan, and is not affiliated with any bank or broker/dealer. This website and its educational initiatives are for informational purposes only and do not constitute an offer to sell or solicitation to buy any securities mentioned herewithin.

Register below or call

517-579-0228