Planning and Coordinating
Your Retirement Course
Date & Time that’s best for your schedule
Saturday
03.29.2025 | 8:30 AM - NOON (OH) - Full
04.05.2025 | 8:30 AM - NOON (OH) - Open
Live Oaks Career Campus
5956 Buckwheat Rd,
Milford, OH 45150
Questions – Contact the Planning and Coordinating Your Retirement Course Team at 859.547.6441 (KY Events) and 513.571.0472 (OH Events), or via email at registration@trulipplanning.com.
Date & Time that’s best for your schedule
Saturday
03.29.2025 | 8:30 AM - NOON (OH) - Full
04.05.2025 | 8:30 AM - NOON (OH) - Open
Live Oaks Career Campus
5956 Buckwheat Rd,
Milford, OH 45150
Questions – Contact the Planning and Coordinating Your Retirement Course Team (KY) at 859.547.6441 or via email at registration@trulipplanning.com.
Our Mission
We believe the financial industry falls short of preparing people for retirement. This all-in-one, academic-based course addresses retirement topics such as:
Retirement Income Planning, Investment Pitfalls and Mistakes to Avoid, Social Security Maximization Strategies, Medicare Planning, Managing Inflation Risk, Tax Coordination, Insurance Needs, Long-Term Care, Legacy Planning, and Much More.
Retirement Course Information
This comprehensive Retirement Course is being offered at
NO-COST as community service for those
about to Retire and those in the early stages of Retirement.
Attendees will receive financial tools and guides to help better understand how to plan and coordinate for retirement, budget management, Social Security/Medicare updates, tax plan, insurance options, investment strategies, legacy planning, hidden risks, and who can best help in each area of retirement.
Planning and Coordinating Your Retirement Course
- Planning for Retirement: How to prepare and manage your finances before and after retirement
- The Importance of a Coordinated Plan: Why having a cohesive retirement strategy is crucial
- Investment Risks and Risk Tolerance: Understanding the risks associated with different investment strategies, especially at historic current levels, and how to better manage based on your individual risk tolerance
- The Four Pillars of Retirement Planning: An overview of the foundational components for a successful retirement strategy
- Avoiding Longevity Risk: Steps to help ensure you have enough money for as long as you live including pension type analysis
- Annuities: The truth about annuities and important considerations to keep in mind
- Social Security: Building a solid retirement income plan, including effective Social Security strategies
- Maximizing Tax-Qualified Plans: Rules and strategies for making the most of 401(k), IRA, 403(b), 457 plans, and pensions.
- Healthcare and Long-Term Care Costs: Issues, options, risks, and strategies for managing medical and long-term care expenses in retirement
- Estate Planning: Understanding wills, trusts, probate, and strategies for tax-efficient wealth distribution.
- Common Questions: Answers to the two questions every pre-retiree or retiree wants to know
- Individuals and Couples (Ages 50–70): Ideal for those approaching or in retirement
- Economic Conditions: People worried that current events or market volatility could negatively impact their retirement plans
- Investors Seeking Fresh Perspectives: Those looking for new ideas or strategies to optimize their investments
- Baby Boomers: Retirees or those nearing retirement who want guidance tailored to their unique needs and recent economic trends
- Economic Shifts and Financial Markets: Recent and projected changes in the economy can significantly impact your retirement plans if you don’t fully understand the risks
- Managing Investment Risk: Understanding and addressing investment risks before or early into retirement can greatly improve your long-term outcomes
- Assessing Retirement Readiness: Knowing what’s important in retirement planning will help you evaluate your readiness and identify areas that need improvement
- Taking Control: A great first step is to take charge of your retirement plan and explore resources to get the help you need
- Make It Count: You only get one shot at retirement—ensure you make it a success!
Course Instructor
Casey Croysdale CFP®, IAR, IA
Lead Instructor
As an independent, fiduciary, financial professional with over 21 years of experience in the financial services industry and a degree in Finance from Miami University of Ohio, Casey believes in making an impact on people’s financial lives, especially when it comes to retirement.
Casey holds the industry recognized, “CERTIFIED FINANCIAL PLANNER™ Designation for financial advice and planning, specializing in preparing and guiding pre-retirees and retirees throughout the various financial life stages. He is also an Investment Advisor Representative (IAR) and Independent Agent (IA), holding and managing multiple licenses.
His passion for educating people and helping others is reflected in his ability to develop long-term relationships and in his services to his clients. He enjoys public speaking at Retirement Educational Learning Events as lead instructor of Planning and Coordinating Your Retirement Course, where he shares stories about how professional, personalized guidance can help design and achieve a brighter retirement future. Casey resides in Northern Kentucky with his wife Magen and their dogs, Lennon, Lucy, and Ringo.
LinkedinPlanning and Coordinating Your Retirement Course Team
Email
registration@trulipplanning.com
Phone Numbers
859-547-6441 (KY)
513-571-0472 (OH)
DISCLOSURES
Investment advisory services offered through Portfolio Medics, LLC a SEC-Registered Investment Advisor. Nothing contained herein should be construed as a solicitation for advisory services. Portfolio Medics, LLC and Trulip Retirement Planning, LLC are not affiliated in any way and do not provide legal or tax advice. Investment Advisor Representatives of Portfolio Medics, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. This summary is for informational purposes only and shall not constitute advice, an offer to sell, or a solicitation of an offer to buy any securities and may not be relied upon in connection with any offer or sale of securities. The contents should not be relied upon in making investment decisions. Past performance is no guarantee of future performance or profitability. Any types of investments discussed also do not represent all the securities purchased, sold, or recommended for clients. Stated information is derived from proprietary and non-proprietary sources that have not been verified for accuracy or completeness. Views expressed by Trulip Retirement Planning, LLC do not reflect the opinions of Portfolio Medics, LLC. The firm also assumes no duty to update any information or subsequent changes of any kind. Securities transactions for Portfolio Medics, LLC clients are placed through Axos Advisor Services, TD Ameritrade, and Nationwide Advisory Solutions. Your investment advisor may recommend third-party money managers who utilize investment strategies designed to minimize portfolio volatility and reduce the risk of declines in account values. Like any other investment strategy, this approach entails risks, including the risk that client accounts can still lose value and the risk that a defensive position may, at any given point in time, prevent client accounts from appreciating in value. Insurance and annuity products are not sold through Portfolio Medics, LLC. Insurance and annuity products are sold separately through Trulip Retirement Planning, LLC / Trulip Planning, LLC. Portfolio Medics, LLC does not endorse any annuity or insurance product nor does it guarantee their performance. Owners of these products are subject to the terms and conditions of the policies and contracts of the issuing companies. All product guarantees depend on the insurance company’s financial strength and claims-paying ability.