Fidato Wealth Announces Two-Night Retirement Planning Course

MIDDLEBURG HEIGHTS, OH / AGILITYPR.NEWS / February 08, 2022 / Tony D’Amico, CFP®, to Teach Proven Financial Planning Strategies to Participants in Strongsville

To further their commitment to provide objective financial education to Northeast Ohio area residents, Fidato Wealth, an independently owned and operated fiduciary financial advisory firm located in Middleburg Heights, announced a continuing education course, scheduled to begin later this month. The interactive session, titled Retirement Planning Today®, will be taught over two nights, with sessions at Strongsville at Ehrnfelt Recreation and Senior Center on Tuesday, March 1 and March 8 from 6:00 p.m. to 8:00 p.m. Fidato Wealth founder and CEO, Tony D’Amico, CFP®, will lead the two-part course, which is sponsored by Lorain County Community College’s Center for LifeLong Learning.

OBJECTIVE EDUCTION FOR A COMPREHENSIVE RETIREMENT PLAN

“Retirement planning has taken on a much greater importance as life expectancies have increased, people are retiring earlier, and many view retirement as a new and fulfilling chapter to their life,” D’Amico said. “During this course, attendees will learn how to define retirement goals and return from the class with practical information they can apply immediately in their personal lives. The curriculum has great real-life data to highlight the importance of retirement planning decisions,” added D’Amico.

RETIREMENT PLANNING TODAY®

This course has been designed for those ages 50 and over who wish to educate themselves about planning for a successful retirement. The material presented will:

• Help participants determine if they are on track to accomplish their retirement goal
• Provide comprehensive, objective knowledge they can easily apply to their situation
• Cover fundamental planning topics and advanced financial strategies on how to integrate retirement planning, tax planning, estate planning, risk protection strategies, and investing for the most ideal outcome
• Provide an overview of the complete retirement planning process including retirement income planning to help participants achieve their desired lifestyle
• Discuss tax planning strategies to keep more of what they have earned
• Offer ideas to manage investment risks
• Provide information on estate planning strategies, healthcare, Medicare and long-term care considerations, social security and pension claiming strategies, how to determine the savings they will need to retire today or in the future, and much more (view the full class brochure by clicking here).

HOW TO PARTICIPATE

The two-night class is being offered over two weeks:

• Tuesday March 1 and Tues. March 8
• 6:00 pm to 8:00 pm
• Ehrnfelt Recreation and Senior Center, 18100 Royalton Rd., Strongsville, OH 44136

Interested parties can enroll through the Lorain County Community College Center’s website link. Once participants register, the administrator will provide class members all needed details to attend in person. One week prior to the first class, registered participants will receive an email containing all needed details to attend. Please call 440-328-8382 if you have any additional questions about the class.

Tuition is only $49 and includes a financial planning and retirement textbook with examples and illustrations. 

This session is part of a larger financial literacy project, including online and in-person classes that were offered in both January and February, sponsored by Lorain County Community College and Highland Community Education.