Montgomery Inn
Free Tickets Available
Tue, 23 Sep, 2025 at 06:30 pm - Wed, 24 Sep, 2025 at 08:30 pm (GMT-04:00)
Montgomery Inn
9440 Montgomery Road, Cincinnati, United States
This free dinner workshop is packed with critical tips and tools to help you navigate retirement and avoid the four largest risks to your retirement.
Topics we’ll address:
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.
You and an adult guest are invited. Guarantee your tickets by registering today.
This event is only for those 55 years of age or older. With $500K in investible assets.
Insurance Licensed in AL, AZ, CA, FL, GA, ID, IL, IN, IA, KS, KY, ME, MI, MN, MO, NC, NE, NH, NJ, OH, OK, OR, PA, SC, TN, TX, VA, WV, and WY
Investment advisory services offered through Golden Reserve Retirement, LLC, a Registered Investment Adviser.
Also check out other Workshops in Cincinnati.
Tickets for Dinner Workshop in Blue Ash can be booked here.
| Ticket type | Ticket price |
|---|---|
| General Admission | Free |
We have gathered all the information for you in one convenient spot, but please keep in mind that these are subject to change. We do our best to keep everything updated, but something might be out of sync. For the latest updates, always check the official event details by clicking the "Find Tickets" button.
