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Certified Financial Planners Bob Morvice and Tim Regan will share the importance of planning to reduce the worry in retirement.
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As retirement becomes increasingly complex, this program offers timely, trustworthy guidance for retirees looking to take control of their financial future. This presentation focuses on navigating the unique challenges and opportunities of retirement in today’s uncertain economic, legislative, and market environment.
Whether you're concerned about inflation, market volatility, changes in tax law, or rising healthcare costs, this seminar will show you how to build a retirement plan that adapts and endures. You’ll learn how to create reliable income streams, manage taxes efficiently, minimize risk without sacrificing growth, and align your financial choices with your long-term goals and values. There’s no product sales or hidden agenda—just clear, educational guidance from a fiduciary you can trust.
Take this opportunity to feel more confident about your retirement strategy and walk away with insights you can use right away.
The award-winning St. Charles Public Library District is located in the scenic Fox River Valley, 35 miles west of Chicago. The Library serves a district population of 55,092 residents and has a staff of 101. The St. Charles Public Library is an equal opportunity employer.