Upcoming Workshops
Evansville Central Library, Browning Room
200 SE Martin Luther King Jr Blvd, Evansville, IN 47713
"Retire On Your Terms" with Kim Wren
Tuesday, June 6th, 6:00-8:00pm
Tuesday, August 1st, 6:00-8:00pm
This Workshop Might be Right for you if...
- You are nearing retirement and want to know how to put together a comprehensive plan
- You recently retired but have faced concerns or second thoughts
- You plan to retire within the next 10 years and want to make sure your savings are on track
- You are partially retired and would like to be fully retired
Workshop Topics Include
- How to make your investement portfolio last a lifetime
- The ins and outs of your IRA and 401(k) plans
- Handling healthcare expenses, Medicare, and long-term care planning
- Maximizing your Social Security benefits
- Covering your basic estate and legacy planning
- Enduring uncertain economic conditions in retirement
Meet Your Instructor
Kim Wren is a Financial Advisor with the Berger Wealth Services Team at Baird Private Wealth Management. Leveraging her skills in comprehensive financial planning, behavioral finance, and investment management, she partners with clients for the long-term to achieve their most important financial goals.
Kim completed her Certificate in Financial Planning from Howard University in 2023. She is a member of the Association of African American Advisors and a current candidate for the CERTIFIED FINANCIAL PLANNER™ board designation.