Dinner Workshop in Blue Ash

We'll walk through the biggest challenges today's retirees encounter and share practical strategies to protect what you've worked hard to accumulate. And yes—dinner is on us!

What You’ll Learn

During this workshop, we’ll break down four major risks that can derail even the best retirement plans:

1) Taxes - Planning for the largest tax liability in retirement— your IRA.

2) Market Risk - Explaining the right amount of market risk to take in retirement.

3) Fees - The hidden retirement fees charged by your financial advisor & investments.

4) Long-term Care - Planning for the largest risk in retirement — the nursing home.

Reserve Your Seats Now

This workshop is complimentary, and your reservation includes dinner and drinks for you and an adult guest. Seating is limited, so please register in advance to secure your spot.

This event is intended for individuals age 55+ with $500,000 or more in investible assets who are looking to retire within the next 5 years.

Insurance licensed in AL, AZ, CA, FL, GA, ID, IL, IN, IA, KS, KY, MD, ME, MI, MN, MO, NC, NE, NH, NJ, OH, OK, OR, PA, SC, SD, TN, TX, VA, WV, and WY

Investment advisory services offered through Golden Reserve Retirement, LLC, a Registered Investment Adviser.

Event Venue & Nearby Stays

Montgomery Inn, 9440 Montgomery Road, Cincinnati, United States

Concerts, fests, parties, meetups - all the happenings, one place.

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