“Planning and Coordinating Your Retirement Course”

Northern Kentucky University:

- Student Union Building on NKU’s Campus. Choose one of two available sessions to attend.

Thursday 4.11.2024 (5:30pm - 8:45pm)

Saturday 4.13.2024 (8:30am - 11:45am)

(Scroll to the Bottom to register)

Meet Your Instructors

Justin McGuffey, IAR, IA

As an independent financial professional with over 15 years of experience in the financial services industry and a degree in Business from Miami University of Ohio, Justin believes that helping people with their financial lives can make a big impact.

Justin is an Investment Advisor Representative (IAR) and Independent Agent (IA) maintaining multiple licenses. He specializes in preparing and guiding each individual throughout the various financial life stages through proper financial advice and planning.

Casey Croysdale, CFP®, IAR, IA

As a CERTIFIED FINANCIAL PLANNER™ and independent financial professional with over 18 years of experience in the financial services industry as well as a degree in Business from Miami University of Ohio, Casey has a passion for educating and helping individuals and couples achieve their retirement goals.

While a native Ohioan, Casey resides in Northern Kentucky with his wife, Magen, and dog’s, Lennon and Lucy. He is also an Investment Advisor Representative (IAR) and Independent Agent (IA) maintaining multiple licenses.

Course Curriculum

You Will Learn:

  • Strategies to protect your portfolio from economic downturns and inflation

  • The four pillars of retirement planning

  • How to adjust your risk to fit your life stage

  • Budgeting and income planning to ensure you don’t outlive your money

  • How to plan and coordinate your estate to protect your loved ones

  • How to ensure your peace of mind through healthcare and long-term care

  • The truth about annuities and whether they are right for you

  • When to take Social Security

Topics Covered:

  • Social Security

  • Medicare and Healthcare

  • Life Insurance

  • Annuities

  • Tax Planning

  • Long-Term Care

  • Wills and Trusts

  • Retirement Accounts

  • Risk Tolerance

  • Principle-Protected Investments

  • Pensions

  • Stocks, Bonds, and Mutual Funds

*Specific details for your course will be emailed per Registration instructions below. If these dates/times don’t work for you, additional courses are held throughout the year and you can sign-up to receive future updates once available by clicking the “Additional Courses” link above.

Course Registration

 

*Need help registering? Please call or text (859) 547-6441.