Financial Planning: Using Your Assets for Retirement

  • Saturday, January 19, 2019 9:30 AM - 12:00 PM
  • Eastern Region
Eastern Region

The General Society of Mechanics & Tradesmen, 20 W 44th St, New York, NY 10036

Presented by USA 829 Apprentice Training Trust Fund

Course Description:

Heading into retirement and transitioning from a saver to a spender can be confusing and stressful.  Let’s talk about the realities of retirement and what that means to you.  What are spending and distribution strategies available to you when you are getting ready for or are in retirement?

Program Instructor:

Scott Rodabaugh has worked as an Equity Stage Manager regionally and internationally after completing a BFA in Scenic Design and Lighting Design at Ohio State University. Scott has worked with Gary Marec, author of “Tax Guide for Performers”, in his tax practice which specialized in tax planning and preparation for people in the performing arts and passed the IRS special enrollment examination to be certified as an Enrolled Agent in 1993. Scott completed the three-year program offered by the Certified Financial Planning Board and became a CFP® in 1995, formally adding financial planning through my affiliation with HD Vest Advisory ServicesSM to his practice. He is passionate about what he does and will enjoy sharing that passion with members of Local 829.

Click here for an application.