If you are at or near retirement, this is a "must attend" educational series on Retirement
Planning. Michael Kastler has a Master of Science in Finance degree and works in a noncommission
capacity in the personal finance industry as a Financial Planner and Investment
Advisor. Mr. Kastler does not sell financial products, providing only consulting services and
advice to clients.
This is a 4-session series, with each 90 minute session covering the following topics:
• "Successful Aging" which focuses on the 'soft' or non-financial aspects of preparing for
• "Investing During the Retirement Years" sets up and compares various investing
strategies that are designed to last throughout the retirement horizon (until age 95)
• "Social Security and Medicare" the basics of optimizing these benefits to
maximize your guaranteed income and health benefits
• "Case Studies" which is the final segment consisting of demonstrations of financial
planning software showing various retirement scenarios showing the benefits of Social
Security optimization, tax-efficient withdrawal strategies, Roth Conversions, and more.
Attendees will gain knowledge in each of these areas and will be provided several documents
and articles on each topic – provided on a 'thumb' drive for viewing on your home computer.
Attendees may also bring a laptop or other device for note-taking.
Kastler Financial Planning is an office of Garrett Investment Advisors, LLC, an SEC-approved
registered investment advisor. Tel: (910)-FEE-ONLY. Kastler Financial Planning may offer
investment advisory services in the State of Michigan and in other jurisdictions where
exempted. See KastlerFinancialPlanning.com for more details and important disclosures.
All of the materials provided have been reviewed by a compliance professional.
Early Bird Rate: Residents $20 | Non-Residents $25 (Ends 9/13)
Regular Rate: Residents $30 | Non-Residents $35 (Registration Closes 9/20)
Dates: Thursdays, 9/27, 10/4, 10/25 & 11/1 (4 Sessions)
Location: Springfield Township Civic Center Upper Level Conference Room (12000 Davisburg Rd, Davisburg, MI)
Instructor: Michael Kastler - Financial Planner and Investment Advisor Representative
Course Number: A3
Overall Spots Available: 75
Online Spots: 75
In Person Spots: 75
Resident Spots: 75
Non-Resident Spots: 75
Activity Dates, Days, Times:
Start Date: Thu, 09/27/2018
End Date: Thu, 11/01/2018
Days/Times: Thu 06:30 PM - 08:00 PM
Number Of Sessions:
Class will not meet on: