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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

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...

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

- 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

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.

Follow or connect with Kim on LinkedIn

Contact Your Instructor

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.