Retire on Your Terms - Comprehensive Retirement Planning
Retirement is a start to a new season in life, a season defined by living life on your terms. Today's retirees face unique challenges that call for proactive planning in terms of wellbeing, finances, and economic outlook.
Learn how a build a comprehensive plan to retire on your terms.
Retire on Your Terms - Investment Planning
Learn how to position your investment portfolio to stand the tests of time. Proper risk analysis and asset allocation are key ingedients to making your hard-earned assets work hard for you.
Learn how to position your nest-egg to last a lifetime.
Retire on Your Terms - Healthcare Planning
"Two-thirds of Americans who plan to retire in the next 10 years say they have no idea what their health and long-term care costs will be in retirement."1 The ever-changing landscape of private health insurance, Medicare, and long-term care can be daunting in retirement years.
Learn how to prepare for your healthcare long term care needs.
Retire on Your Terms - Social Security
Social Security pays a critical roll in your retirement outlook. Learn how to choose a Social Security strategy that best matches your long-term goals.
Understand your Social Security benefits.
Retire on Your Terms - Estate & Legacy Planning
Planning ahead for life's least pleasant events is an important step to protecting your family and your legacy.
Learn how to support and plan for the people you care about most.
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.
Evansville Central Library, Browning Room200 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
- 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
- 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
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.
Follow or connect with Kim on LinkedIn
Kim Wren, Financial AdvisorBaird Private Wealth ManagementBerger Wealth Services Team(812) email@example.com
1 The Edward Jones and Age Wave Thought Leadership Study, "The Four Pillars of the New Retirement," 2020.