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Retirement Workshop

Financial Strategies for Successful Retirement® teaches strategies to help you:

  • Successfully manage your 401(k)
  • Determine which investments work best for you
  • Increase income from personal retirement plans
  • Control your health care costs
  • Reduce your estate taxes
  • Transfer your estate to the loved ones and charities of your choice

Course Agenda

Financial Basics
  • Retirement income: perception and reality
  • Nine reasons people fail financially in retirement
  • Using credit wisely
  • Making your money last
  • Emergency reserves
  • Stocks
  • Bonds
  • Mutual funds
  • Tax-deferred annuities
  • Asset allocation
Estate Planning
  • Importance of estate planning
  • Distributing assets at your death
  • Joint ownership
  • Trusts
  • Wills
  • Probate
  • Taxes and your estate
Your Retirement Income
  • Sources of retirement income
  • Social Security and you
  • The value of tax-deferred contributions
  • Personal retirement plans
  • Traditional IRAs
  • Roth IRAs
  • Taking money out of employer retirement plans
Risk Management
  • Ways to manage risk
  • Health insurance and Medicare
  • Long-term care
  • Company benefits
  • Types of life insurance
Individual Retirement Planning Consultation
Everyone who attends this course is entitled to a personal retirement planning consultation after the course.

Each session consists of four classes. Choose either Tuesdays or Thursdays.

Location: Otterbein University, Roush Hall, 27 S. Grove St., Westerville, OH.

Session Two workshops are available on each of the following Tuesdays or Thursdays:


Date Location
Tuesday, February 25 Roush Hall Boardroom, Room 338
Tuesday, March 4
Tuesday, March 11
Tuesday,March 18


Date Location
Thursday, February 27 Roush Hall Boardroom, Room 338
Thursday, March 6
Thursday, March 13
Thursday, March 20

All sessions 6:30 – 8:30 p.m. and meet in the boardroom of Roush Hall, room 338.  Tuition is $69 and you can bring a spouse or friend for no additional cost.

Registration is now closed: The sessions are filled to capacity. Please contact Mark Moffitt, Director Adult and Transfer Admission, at mmoffitt@otterbein.edu for more information.

Ryan M. Dunlap, Senior Vice President and Financial Advisor, Morgan Stanley Wealth Management
Robert W. Faulkner, Associate Vice President and Financial Advisor, Morgan Stanley Wealth Management
Andrew Grant, Financial Advisor, Morgan Stanley Wealth Management