Retirement Planning Seminars
Free Seminars for Northeast Ohio Retirees and Pre-Retirees
What Our Retirement Planning Seminars Cover
Our retirement planning seminars give Northeast Ohio pre-retirees and retirees a plain-language overview of the decisions that shape a retirement plan, from choosing a retirement date to turning decades of savings into reliable income.
These are educational sessions rather than sales presentations. Western Reserve Capital Management is 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.
What It Costs
These are free community educational sessions. There is no cost to attend, no sales presentation, and no products or services are offered for sale.
Who It's 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.
What To Bring
General questions about your retirement planning concerns, a notepad for taking important notes, and your spouse or partner if retirement planning is a joint decision.
What You'll Learn
Each session covers the decisions that shape a retirement plan, in plain language and without jargon:
- When you can realistically retire. How to test whether your savings support the retirement you have in mind, and what changes if you wait two or three more years.
- Turning savings into income. The mechanics of drawing from 401(k)s, IRAs, and taxable accounts, and the order those withdrawals typically happen in.
- Health coverage before Medicare. The options available if you retire before 65, and what they generally cost.
- How Social Security fits. Where claiming age sits relative to the rest of your plan.
- Common mistakes. The decisions that are difficult or impossible to reverse once made.
Sessions run about two hours, including time for questions.
Upcoming Retirement Planning Seminars in Northeast Ohio
November 10, 2026
6:00 - 8:00 PM
Retirement Planning Seminar, Tuscarawas, November 10
Tuscarawas Library
Where We Host Seminars
We hold sessions at public libraries and community venues across Northeast Ohio, including Hudson, Peninsula, Richfield, Medina, Dover, and Tuscarawas. We maintain offices in Hudson, Akron, and New Philadelphia, and our advisors present in the communities they serve. Sessions are held in the evening so they are easier to attend, and seating is limited by the size of each venue, so registering ahead is worthwhile.
If you would like us to bring a seminar to your library, community center, or employer, let us know.
Your Seminar Presenters
James C. Sexton III, CFP®, CFS
Financial Planner
James is a partner at Western Reserve Capital Management and works with retirees and pre-retirees across Northeast Ohio. He presents on retirement readiness, income planning, and the decisions households face in the years just before and after leaving work.
Gage Paul, CFP®, RICP®, EA
Financial Planner
Gage is a partner at Western Reserve Capital Management. In addition to his planning credentials, he is an Enrolled Agent, and he presents on the tax side of retirement, including how withdrawals from retirement accounts are treated at the federal and Ohio level.
Other Seminar Topics
Social Security Seminars
A focused session on claiming age, spousal and survivor benefits, and the earnings test.
Taxes in Retirement Seminars
How federal and Ohio rules treat 401(k) and IRA withdrawals, pension income, and Social Security benefits.