Retirement Planning Seminar – Hudson High School
Hudson Community Education and Recreation (HCER) hosts this comprehensive retirement planning seminar, presented by Hudson, Ohio’s fee-only certified financial planning professionals.
This free community educational event is designed specifically for Hudson area residents and Northeast Ohio families approaching or currently in retirement.
What We Will Cover in This Retirement Planning Workshop
Our experienced CFP professionals will cover the essential retirement planning topics that matter most to Hudson area residents:
Social Security Optimization Strategies Understanding when and how to claim Social Security benefits can significantly impact your lifetime retirement income. We’ll discuss claiming strategies, spousal benefits, and how Social Security fits into your overall retirement plan for Ohio residents.
401(k) and IRA Distribution Strategies Maximize your retirement savings with smart withdrawal strategies. Understand required minimum distributions (RMDs), tax-efficient withdrawal sequencing, and how to preserve wealth while meeting your income needs during retirement.
Estate Planning Essentials Protect your legacy and ensure your wishes are carried out. We’ll discuss the importance of wills, trusts, power of attorney documents, and beneficiary designations, and how they coordinate with your overall financial plan. We recommend working with a qualified estate planning attorney for legal documents. Learn how proper estate planning can protect your family and minimize tax burdens.
Retirement Income Planning Create a sustainable income stream throughout retirement. We’ll discuss portfolio management, asset allocation for retirees, and strategies to help manage the impacts of inflation and market volatility.
Medicare Planning and Healthcare Costs Navigate the complex world of Medicare with confidence.
Meet Your Presenters
James C. Sexton III, CFP®, CFS
Partner
Gage Paul CFP®, RICP®, EA
Partner
Seminar Details and Registration
Event Location Details: Hudson High School – 2500 Hudson Aurora Rd, Hudson, OH 44236 Convenient evening hours for working professionals and retirees Free parking available on-site
Cost: Free community educational event
Audience: Pre-retirees and retirees in the Hudson area
What to Bring:
- General questions about retirement planning topics
- Notepad for taking notes
- Spouse or partner (retirement planning affects the whole family)
Register for the Hudson, Ohio, Retirement Planning Seminar
Space is limited at these retirement planning seminars. Hudson area residents are encouraged to register early for their preferred session date. Whether you’re 10 years from retirement or have been retired for years, this seminar will provide valuable retirement strategies tailored to Ohio residents.
Frequently Asked Questions
Will there be sales presentations or product pitches?
No. As fee-only fiduciary advisors, we do not sell financial products or earn commissions. These are purely educational seminars with no sales component. We are compensated through advisory fees paid by clients who choose to engage our financial planning services. There is no obligation to become a client after attending
What age range are these seminars designed for?
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.
I’m already retired – will I still benefit from attending?
Yes. Our seminars cover strategies that can be helpful even after retirement, such as tax management and Social Security optimization.
Can I schedule a private consultation after the seminar?
Yes. We offer complimentary initial consultations for seminar attendees who are interested in learning more about our personalized financial planning services. This gives you an opportunity to discuss your specific situation at no cost.
Is parking available at all venues?
Yes. All seminar locations provide free parking for attendees.
About the Author
Gage Paul CFP®, RICP®, EA
Gage Paul, CFP®, EA, RICP®, is a fee-only fiduciary financial advisor with Western Reserve Capital Management, LLC, serving Ohio families approaching and in retirement from offices in Hudson, New Philadelphia, and Akron. He holds a Bachelor of Science in Business Administration with a specialization in Financial Planning from the University of Akron. Learn More about Gage
Beyond the Seminar – Comprehensive Financial Planning Services
While this seminar provides broad retirement planning education, our Hudson-based fee-only financial planning practice offers personalized, comprehensive financial planning services for Hudson area residents. Our services include:
- Retirement Income Planning – Customized strategies for your specific situation
- Investment Management – Ongoing portfolio oversight and rebalancing
- Tax Planning Coordination – Working with your tax professional to help maximize tax efficiency
- Estate Planning Coordination – Working with your attorney and tax professional
- Social Security Optimization – Detailed analysis of your claiming options
- Insurance Planning – Life, disability, and long-term care insurance evaluation
Why Choose Fee-Only Financial Planning?
As fee-only certified financial planners, we are fiduciaries committed to acting in your best interest. Unlike commission-based advisors, we don’t sell products or receive kickbacks from financial companies. This seminar reflects our commitment to providing educational information to the Peninsula and Hudson communities.
Serving Hudson and Northeast Ohio Communities
Our Hudson, Ohio fee-only financial planning practice regularly serves families throughout the Northeast Ohio area, including:
- Hudson, Ohio (44236)
- Peninsula, Ohio
- Cuyahoga Falls area
- Akron suburbs
- Boston Township
- Northfield Center Township
- Sagamore Hills
Office Location: Hudson, Ohio – convenient to Peninsula, Cuyahoga Falls, and surrounding Northeast Ohio communities.
This adult education class is provided as a community service by Ohio-based fee-only certified financial planning practice. No products will be sold, and no individual financial advice will be provided during the class. For personalized retirement planning services, schedule a consultation with our CFP professionals.