1125 Brookside Ave
When you envision your retirement, do you see yourself sipping a drink at your beach house or on that two week trip through Europe? Are you 55, 65, or 70 years old? When you ran the formulas to ascertain that your savings habits will help you reach those goals in that desired timeframe, how high were your probabilities of success? If you haven’t done that math, you aren’t alone. Over 75% of pre-retirees say they don’t have a retirement income plan, although an even higher percentage say they believe it’s important. Without a plan, a goal is truly just a wish, and the amount of time your plan has to work for you is a very important factor in reaching retirement goals. Come get educated now on the “need to knows” and leave with clear understanding around what it takes to reach your personal financial goals. Regardless if you are a more tenured saver/investor or if you are just getting started, you are sure to leave feeling empowered with newfound knowledge around the future of your own finances.
Bring one of the following:
something else you’d like to offer (you will coordinate a 1-1 exchange with the teacher)
to volunteer for this class as a facilitator (we’ll send you info!)
your expertise in beekeeping, backyard chickens, gardening, creative writing, soap making, stained glass, self-defense or pottery (to be scheduled after class)
About the teacher, Keely Butrum
Keely Butrum is a Financial Advisor at Raymond James, an Accredited Wealth Management Advisor designee through the College for Financial Planning, and a Certified Divorce Financial Analyst. She began her career in financial services in 2004 and has since been serving high net worth individuals & families, publically traded & small companies, 401k plans, and not for profit organizations in managing and planning their financial affairs. Keely has Series 7, 9, 10, 63 and 66 licenses, Indiana Life and Health Insurance licenses, as well as being long term care licensed, and fluent in Spanish. She genuinely enjoys the opportunity to help people plan for the financial future they desire – truly a rewarding role to play in someone’s life. Outside of the office, Keely serves as Vice Chair on the Board of Directors for the Domestic Violence Network, serves on the Board of Directors for Love INC., is an Ex-Officio Advisory Board member for Women’s Fund of CICF, a graduate of Leadership Hancock County, winner of the 2015 Stacia Alyea Excellence in Leadership Award, and co-owns Elegance Outdoor, LLC.Join