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Our Reinventing Your Retirement programs consists of a series of workshops designed for corporate employers, public pension plan participants, and retirement organizations.

The workshops offer an engaging, interactive, and insightful exploration of today's retirement challenges and opportunities and provide practical, easy-to-use tools to help develop a more fulfilling retirement lifestyle. Topics include:

- The Five Key Risks ALL Retirees Face
- The Power of Your Employer’s Retirement Plans
...(customized for your pension, 401(k), 457, 403(b) and DROP plans)

- The Secrets to a RICHER Retirement Strategy
- The Retirement Lies We Tell Ourselves
- Common Sense Investment Strategies for All Seasons

- Unraveling the Social Security and Medicare Maze
- Challenges and Solutions for Tomorrow’s Retirees      


 Workshop participants receive:

  • Workbooks and templates to assist in developing their personal retirement plans.
  • A complimentary subscription to Retirement Matters, our quarterly newsletter.
  • Toll free access to a retirement consultant to assist in their planning.
  • Updates and useful articles via email to stay on track

 

© Coffman Wealth Management. All Rights Reserved. Site Design: Avid Design Group, LLC

Securities offered through GENEOS WEALTH MANAGEMENT, INC., Member FINRA/SIPC;
William E. Coffman, Jr.: Advisory Services offered through WEC Advisory Services;
W. David Coffman: Advisory Services offered through W. David Coffman, CPA, CFP™ ;
Anne C. Howe: Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC., Member FINRA/SIPC


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