7 Essentials for a Secure Retirement

30 Minute Webinar by Safe Harbor Wealth Advisors, LLC
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Safe Harbor's 30 Minute Webinar

  • How to maximize your Social Security income.
  • Address and plan how much income you will actually need for you and your family to retire comfortably.
  • Structure your investment portfolio with appropriate Asset Allocation and Risk Tolerance.
  • Learn the vital link between your estate plan and your overall retirement plan.
  • Learn about this vital step - enrolling into Medicare and its many options so it becomes easier.
  • Importance of professional help to create a strong retirement plan.
  • Find out how to create streams of income in retirement you cannot outlive.
  • How a potential market correction, similar to 2008, can greatly affect your retirement savings.
  • How to put a plan in place that ensures your spouse and heirs will be taken care of.
  • How to reduce or even potentially eliminate a big expense in retirement- taxes!

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Cory excels in presenting Safe Harbor Retirement Group, LLC clients with solutions that help protect their financial future, and prepare for future obligations. He works to help people set and achieve financial goals that provide strategies for greater wealth, financial peace of mind, and confidence in their future.

As owner and managing member of Safe Harbor Wealth Advisors, LLC, Cory’s credentials include Ohio Life and Health Insurance licenses, and is a registered Investment Advisor Representative with a Series 65 securities license. Cory also hosts a weekly financial radio show “Financially Fit,” that can be heard Sundays on several local radio stations. Cory earned his bachelor’s degree from Ohio University, a master’s from Ball State University, and is a Six Sigma Black Belt. Cory and his wife Melissa live in Columbus.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Safe Harbor Retirement Group, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Insurance Services are offered by Safe Harbor Retirement Group, LLC. Gary Sickles offers advisory services through Safe Harbor Wealth Management, LLC a Registered Investment Advisor in the State of Ohio, and an affiliate of Safe Harbor Retirement Group, LLC. Cory Sickles offers advisory services through Safe Harbor Wealth Advisors, LLC a Registered Investment Advisor in the State of Ohio. None of the aforementioned companies are affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Ohio or where otherwise legally permitted. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Exclusive rights to this material belong to GPS. Unauthorized use of the material is prohibited.