Seniors

 

• PERSONALIZED LEARNING
• CYBER SECURITY TIPS
• FUN & CREATIVE ACTIVITIES

 

• This class is designed to demystify Social Security, address common concerns, and provide strategies to maximize your benefits.
• Lisa Claycomb is a financial advisor and insurance broker with experience in Medicare, long-term care, life insurance, and annuities, as well as financial planning and money management.
• She holds undergraduate and master's degrees in rehabilitation and rehabilitation counseling respectively, and a Juris Doctor in law.
• In addition to having a life and health insurance license, she is an Accredited Asset Management Specialist (AAMS®), is Certified in Long-Term Care (CLTC), and holds Series 7 & 66 securities licenses.
• Lisa truly enjoys being an educator and has over 20 years of teaching experience in a variety of settings.

 

 

Retirement planning is one of the most important financial goals for your future.  Having a good financial retirement plan eliminates stress and allows you to accomplish your retirement goals with confidence.  Failure to have a solid plan can cause anxiety, uncertainty, and worry that your plan can be derailed at any time.

 

Join us to learn how to avoid 10 of the biggest retirement planning mistakes so that when your retirement date arrives, you’ll have peace of mind that you can retire comfortably knowing you won’t run out of money. 

 

This is a two-hour workshop conveniently scheduled on Saturday from 9:30am-11:30am.

 

Lisa Claycomb will offer more workshops regarding other Senior citizen topics in the months to come!

 

 

Roth IRAs are one of the most advantageous retirement savings vehicles available, yet they are vastly underutilized, and their potential is underappreciated by many people who are working toward retirement.  

 

In this class, we will discuss how they work, contributions versus conversions, and the rules and tax advantages that apply. Please join us to learn whether a Roth IRA might be right for you.

 

This is a two-hour workshop conveniently scheduled on Saturday from 9:30am-11:30am.

 

Lisa Claycomb will offer more workshops regarding other Senior citizen topics in the months to come!

 

 

If you’re getting close to retirement, you’ve probably been taking some action to ready yourself for this important stage of your life.  Now you’re wondering how to put it all together to make sure you won’t run out of money.  

 

From Social Security benefits and 401(k) plans to medical insurance and asset management, there is a lot to do in preparing for the future you desire.  Learn about the important plans and strategies you can use to ensure peace of mind throughout your retirement years.