Retire on Your Terms LIVE Workshop

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.

Register Today

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.

Register Today

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.

Register Today

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.

Register Today

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.

Register Today

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

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

Register Today

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

- 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

Register Today

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

Register Today

Contact Our Team

Kim Wren, Financial Advisor
Baird Private Wealth Management
Berger Wealth Services Team
(812) 428-5166
kwren@rwbaird.com

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