Eischen Financial Group Seminars

Mike is frequently asked to speak at many different types of functions where the subject concerns financial planning.  Mike has been teaching financial educational seminars since 1988.  Some topics include, but are not limited to, legacy/estate planning strategies, retirement planning, tax planning strategies for investments and many more.  His topics are customized regarding subject matter to what the audience is requesting.  For example, if one group wants to learn about how to build a retirement plan while another group wants to learn the difference between stocks, bonds and annuities, that's OK.  Mike will provide specific content to each group.

Mike frequently provides seminars to many major corporations in the Columbus area about financial planning.  Companies have hired him to teach their employees all about investments, financial planning and how to help maximize their company benefits.  Mike has also taught at different government agencies throughout the years.  In addition, Mike has taught at many churches around the Columbus area on his financial planning courses from a Biblical perspective.  

Feel free to call or email Mike's office and invite him to speak: (614) 221-2211 or info@retirewithsuccess.com.

By attending a seminar or scheduling a meeting, you may be offered information regarding the purchase of insurance and investment products.

Topics Discussed at Events Include:

• How to avoid running out of income during retirement.
• How to avoid losing up to 70% of your IRA to federal and state estate taxes and income taxes!
• The biggest mistake you can make when doing an IRA rollover at retirement.
• If you recently converted to a Roth IRA (or you're thinking about it) what's next? Find out why not having a plan in place could end up being a costly mistake.
• How you can legally eliminate taking Required Minimum Distributions (RMD) at age 70 1/2.
• The importance of distribution planning (understanding the rules may allow you to reduce your risk and keep more your hard-earned money!)
• How you can potentially turn even a small IRA intoa HUGE asset for your children and grandchildren.

Wealth Management
Date: Tuesday, November 6th, 2018
Time: 6:00PM -8:00 PM
Where: Eddie Merlot's
1570 Polaris Parkway Columbus, OH 43240
THIS EVENT IS FULL.

Wealth Management
Date: Thursday, November 8th, 2018
Time: 6:00PM -8:00 PM
Where: Refectory Restaurant and Bistro
1092 Bethel Rd. Columbus, OH 43220
THIS EVENT IS FULL.