Financial Strategies for Successful Retirement®
Financial Strategies for Successful Retirement with Jessup Wealth Management
Financial Strategies for Successful Retirement educates you on how to manage your money throughout the various seasons of life. You’ll learn the financial basics, how to individualize needs for retirement income, compound investing, risk management, and estate planning. We will provide you with the essential tools to create a personalized plan for achieving and enjoying retirement as soon as possible.
Meet the Instructors:
Matthew Jessup
CEO and Managing Partner of Jessup Wealth Management
Matthew started in the financial planning industry in August 1999 with UBS Financial Services. He majored in financial services and graduated from Wright State University in 2004. After college, he started to build his client base, learning the wealth management business from the ground up. In November 2009, he separated from UBS and founded Jessup Wealth Management in Oakwood, Ohio, an independent, fiduciary wealth management firm.
Aaron Cramer
CFP® Professional and Wealth Advisor
Aaron joined Jessup Wealth Management as an intern in June 2017, the summer after his sophomore year at Miami University. He graduated from the Farmer School of Business, where he studied finance. *Aaron is a CERTIFIED FINANCIAL PLANNER™ professional.
*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
2023 Course Dates:
All sessions will meet once a week for 4 weeks from 6:30 – 8:30 pm
Tuition is $69 per household (no refunds as all proceeds will benefit The Oakwood Schools Foundation)
Q1 2023 SERIES - COMPLETED
- Wednesdays: January 11, 18, 25, & Feb 1
- Thursdays: January 12, 19, 26, & Feb 2
Q2 2023 SERIES - Completed
- Tuesdays: May 16, 23, 30, & June 6
- Thursdays: May 18, 25, June 1, & 8
Q3 2023 SERIES
- Tuesdays: September 12, 19, 26, & Oct 3
- Thursdays: September 14, 21, 28, & Oct 5
Registration coming soon!
Course Agenda:
FINANCIAL BASICS
Do’s and Don’ts
Inflation
Credit
Saving/compounding
Taxes
YOUR RETIREMENT INCOME
Social Security
The value of tax-deferred contributions
Traditional IRAs
Roth IRAs
Employer-sponsored retirement plans
INVESTMENTS
Emergency reserves
Stocks
Mutual funds
Tax-deferred annuities
Asset allocation
RISK MANAGEMENT
Strategies to manage risk
Long-term care
Company benefits
Types of Insurance
ESTATE PLANNING
Importance of estate planning
Distributing assets at your death
Joint ownership
Trusts
Wills
Probate
Taxes
SIGN UP
This is a no-pressure, solely educational environment. But we would love to get to know you better and see if a partnership with JWM fits.
