Upcoming Events for Retirees and Pre-Retirees
Western Reserve Capital Management hosts free educational seminars for retirees and pre-retirees at public libraries and community venues across Northeast Ohio. Sessions cover retirement planning, Social Security, and taxes in retirement.
These are educational sessions rather than sales presentations. We are a fee-only fiduciary firm, compensated only by our clients, and we sell no financial products or insurance. Attendees are welcome to bring questions about their own circumstances, and no one will be asked to buy anything.
Our events are free, no cost community educational events. There is no sales pressure as these have an educational focus and exclude the sale of products or services.
Our seminars are designed for adults age 50 and older, including both pre-retirees and current retirees. The content is most relevant for people within 10-15 years of retirement or already retired.
General questions about your retirement planning concerns, notepad for taking important notes, spouse or partner (retirement planning is a family decision)
A broad overview of the decisions that shape a retirement plan, from choosing a retirement date to turning savings into reliable income.
Claiming age, spousal and survivor benefits, the earnings test, and how the decision fits your wider plan.
How federal and Ohio rules treat 401(k) and IRA withdrawals, pension income, and Social Security benefits.
September 16, 2026
6:00–8:00 PM
Richfield Library: Community Room
September 29, 2026
6:00 - 8:00 PM
Hudson High School, Room A104
October 6, 2026
6:00 - 8:00 PM
Peninsula Library
October 13, 2026
6:00 - 8:00 PM
Highland Library
November 10, 2026
6:00 - 8:00 PM
Tuscarawas Library
November 18, 2026
6:00 - 8:00 PM
Dover Library
