Can you afford to retire?
This provocative but urgent question is the title of a Zoom-based presentation by retired expert Jigar Doshi on Wednesday, January 18. The program is hosted by the Vernon Area Public Library and begins at 6:30 p.m.
To register, go to calendar.vapld.info/event/can-you-afford-retire-online.
For more information, call the library at (224) 543-1485 or email [email protected].
Doshi, of Bentron Financial Group, will guide participants through several self-assessment exercises that will help reveal their retirement readiness.
Afterwards, participants will be introduced to 10 essential questions that every retiree must answer before embarking on a successful retirement. Additionally, the session will cover the basic need for an estate and/or financial plan, as Doshi provides an estate analysis questionnaire and sample balance sheet.
The COVID-19 pandemic has introduced an additional layer of uncertainty as retirement approaches, Doshi said.
“In a concrete and practical way, this program helps people assess whether they are ready to retire,” he said. “And, if not, what steps do you need to take to get there?”
A Certified Retirement Planning Advisor, Doshi holds an undergraduate degree in Chemical Engineering from the University of Mumbai, India, and a Masters in Financial Markets from the Stuart School of Business-IIT Chicago.
He and his wife, Kosha, have two children and are active members of the Vernon Hills Indian Association.
Bentron Financial Group was founded in 2001 by Dr. Jim Flanagan, who has provided financial advice to people at or near retirement age for over 30 years. During this time, he has become a nationally recognized expert on financial issues affecting seniors and end-of-life transitions.
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