“A Meaningful Retirement: Beyond Finances” with Buckingham Advisors Slated
2024年5月23日 - 8:03PM
ビジネスワイヤ(英語)
Free, educational session will focus on
non-financial aspects of retirement planning
Retirement planning goes beyond ensuring financial stability. It
encompasses non-financial aspects essential for achieving a
fulfilling and meaningful retirement. To address this need for more
comprehensive retirement planning, Buckingham Advisors is on June
6, 2024 hosting a retirement readiness session titled, “A
Meaningful Retirement: Beyond Finances.” Established in 1987,
Buckingham Advisors is an independent financial advisory firm that
provides investment management, financial planning, tax, and
business services from the company’s four office locations across
Ohio.
During this fun, educational session, attendees will engage in a
series of exercises centered on non-financial retirement issues to
help avoid common pitfalls and mistakes that people often
experience during their transition to retirement. The session is
designed for individuals approaching retirement in the next two to
three years or those who have recently retired. The session’s
objective is to assist attendees in creating a written plan that
defines their work identity in retirement, ensures their time is
meaningfully filled, keeps them relevant and connected, and
promotes mental and physical activity.
Approximately 65% of people do not include non-financial aspects
in their retirement planning. According to a T. Rowe Price study,
while 74% of pre-retirees make financial plans for their
retirement, only 35% consider emotional and psychological
preparation (Physician on FIRE) (T. Rowe Price). This indicates
a significant gap in holistic retirement planning, emphasizing the
need to address factors such as lifestyle changes, social
engagement, and personal fulfillment, in addition to financial
security.
“Often times, non-financial questions can be the most neglected
in retirement planning and can lead to frustration and initial
disappointment in retirement,” stated session presenter Marla
Chambers, CPA, CFP®, CPRC. “Neglecting the non-financial
considerations of retirement can lead retirees to spend their early
years of retirement without the purpose they thought they would
have.”
This free, educational session is open to all interested in
attending. There are in-person and virtual options available.
DETAILS AND HOW TO REGISTER
When: Thursday, June 6, 2024, 5:15 p.m. to 6:15 p.m.
EDT
Topic: A Meaningful Retirement: Beyond Finances (virtual
or in-person options)
Presenter: Marla R. Chambers, CPA, CFP®, CPRC
No-Cost to Attend Journalists, and recent and upcoming
retirees are welcome and encouraged to attend at no cost.
Registration and Location: Individuals can attend
virtually or in person.
- To participate virtually, click here:
https://register.gotowebinar.com/register/7784104058582139222
- The in-person session will be held at the Buckingham Advisors
Education Center in Building 5 of the Interstate Executive Center,
6728 Loop Rd, Dayton, OH 45459. Please register in advance at
https://mybuckingham.com/events/a-meaningful-retirement-beyond-finances-workshop
ABOUT THE PRESENTER
Marla Chambers, CPA, CFP®, CPRC, is a financial planner and
retirement coach who assists individuals in preparing for both the
financial and non-financial aspects of retirement. She guides
retirees in making the most of their early retirement years by
helping them define their identity, strengthen relationships, and
maintain mental and physical fitness, ensuring a fulfilling and
active retirement.
ABOUT BUCKINGHAM ADVISORS
Ohio-based Buckingham Advisors is a unique team of professionals
who work together to create professional and personal financial
success for their clients. Buckingham’s professionals are
fiduciaries, putting their clients’ needs ahead of their own. The
company’s core purpose is to improve the lives of clients by
providing clarity, simplicity, and the professional expertise of
Buckingham’s financial planners, investment professionals, tax
strategists, and accounting team. Buckingham specializes in
aligning the solutions clients need to help them achieve the best
possible financial and life outcomes. The firm offers personal and
business financial solutions, providing one team for all their
clients’ financial needs. A complimentary, initial consultation is
available for prospective clients (no cost or obligation). For more
information visit MyBuckingham.com.
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