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Blooming Tree Wealth Management

BroMenn Employee Retirement Planning Virtual Workshop August 6! Join Us!

Is your retirement plan headed in the right direction? Are you confident that you will be able to retire when and how you want?

On August 6, 2020 at 5:30 PM, BTWM's Ryan O'Connell will host a virtual retirement planning workshop. The workshop is open to all, and specifically created for BroMenn employees who are planning to retire in the next 3-7 years. After a recent merger with Carle Health System, your retirement plan may have reached a roadblock. Move past that roadblock with the information we will cover in this workshop.

In the short, virtual workshop, we will cover the following: 

  • The essentials of retirement planning
  • The answer to “How much do I need to save?” 
  • 403b do’s and don'ts
  • Budgeting for Medicare
  • How to avoid sequence of return risk
  • “Smart giving”
  • And more!

The FREE workshop will help you make the right decision for your financial future. There will be no sales pitches and no commitment required. This session will help you understand your options and make the best decision for you and your family as you near retirement and face an uncertain transition. 

Ryan O'Connell will also answer all your questions, so don’t miss it! RSVP by emailing lauren.runyan@bloomingtreewm.com.

Do you want personalized help preparing for retirement now? Contact me today at 309-300-2760. 

All entities are separate and not affiliated with LPL Financial.