The Northeast Ohio

Retirement Planning Specialist

 
  

 
 

Education

Hill Financial Group offers courses that provide quality training and education with a comprehensive approach, and objective financial knowledge that can easily be applied to each individual's situation.

RETIREMENT PLANNING TODAY
Through classroom instruction, this easy-to-understand course combines life and retirement planning strategies, while delivering basic education about personal finances. This non-sales oriented course is for adults who are trying to improve their lives through financial education, by teaching individuals how to build wealth and align their money with their values. This allows them to address their personal financial goals and to improve their situation by taking control of their future. It's important to make financial wellness a priority, especially when one considers that the responsibility for retirement planning has shifted from the employer and government to the individual.

This comprehensive retirement planning course will teach attendees how to:

  • Determine the amount of money they need in retirement Create financial and non-financial goals for a " successful retirement " Rethink wealth protection and improve their cash flow Learn 11 strategies to save money on this year's taxes Reduce the risk of potential financial losses before and during retirement Select retirement withdrawal and distribution choices that are right for them Identify financial income sources to preserve a comfortable standard of living Reduce or eliminate unnecessary taxes
  • Convert IRA's to Roth IRA's
Attendees of the course will receive a textbook with examples and illustrations.

This class can deliver rewards throughout one's lifetime, whether one has recently retired or whether retirement is 20 years from now.
 


 


 
 
     
 
 
     

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American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Hill

Financial Group is a separate entity from APFS.

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