RETIREMENT WORKSHOP

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We'll cover topics like:

Outliving your nest egg.
Looming inflation, and its impact on your life.
How much can you safely withdraw from your portfolio?
The hidden expenses of mutual funds.
The amount you'll need to retire.
Roth IRA Conversions - "What you need to know in 2010"

Reservations are required and complimentary dinner will be served.
Seating is limited, and will be first come first served.

This workshop is geared 100% toward education and relationship. We do not sell products, only advice.
We believe that we need to earn your trust first and foremost.

Independence. Diligence. Transparency.

Beacon Hill Investment Advisory is a boutique Investment Management firm catering to the Columbus, OH region. Beacon Hill specializes in Investments, and does not sell insurance, annuities, or any other type of product. As a Registered Investment Advisor regulated by the State of Ohio, we have a legal duty to keep our clients interests above ours, contrary to brokerage firms.

Structuring a Retirement Portfolio Presenters:

Clint Edgington, CFA specializes in individual investment management. He has been admitted as an expert witness and testified in the NASD, NYSE, and FINRA forums regarding retirement portfolio’s performance and composition. He has acted as Trustee and Administrator for 401(k), Profit Sharing, and Defined Benefit Pension Plans. He has designed 401(k)/Profit Sharing plans and Pension Plans.

Mark Fissel, RFC specializes in creating investment management in a strategic manner with all aspects of clients financial lives. He is a founder and partner of Beacon Hill Investment Advisory. He has been involved in a diverse set of organizations: from the largest multi-nationals to the smallest family run businesses- he understands the nuances of retirement planning.