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Retire on Your Terms LIVE Workshop

Free Retirement Planning Workshop: The top concerns of today's retirees including outliving their investments, handling ever-increasing healthcare expenses, and finding a new sense of purpose after leaving the workforce. We address these concerns head-on through education and proper planning. Discover how to enter into the next season of life with confidence, peace of mind, and a comprehensive plan.

Upcoming Workshops

Upcoming Workshops

Baird, The Evansville Conference Room
110 Main Street, Evansville, IN 47708

"Retire On Your Terms" with Kim Wren

Tuesday, November 7, 6:30-8:00pm

This Workshop Might be Right for you if...

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

Workshop Topics Include

- Sustaining your Investments for a lifetime

- The ins and outs of your IRA and 401(k)

- Handling Medicare and Long-Term Care

- Maximizing your Social Security benefits

- Covering you basic Estate Planning needs

Hosted By Kim Wren

Hosted By Kim Wren

Kim Wren is a Financial Advisor with the Berger Wealth Services team at Baird. Using her training in financial planning 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.

Follow or connect with Kim on LinkedIn

Contact Our Team

Kim Wren, Financial Advisor
Baird Private Wealth Management
Berger Wealth Services Team
(812) 428-5166

1 The Edward Jones and Age Wave Thought Leadership Study, "The Four Pillars of the New Retirement," 2020.