Educational Outreach Sessions

Information From Prior Educational Outreach Sessions:

The following presentations are available for your review, if you have questions or would like to discuss these items in more detail, please call us at 513-481-8555.


Learn how to protect yourself against from computer hackers.

The Four Pillars of Retirement

With our Four Pillars of Retirement seminar we examine four important areas of your financial life: Social Security, long term care, investments, and keeping your financial life organized.























































Retiring as a Career

     As people approach retirement, their thoughts naturally tend to center around if they have saved enough to enjoy the lifestyle they envision.  However, in this short, thought-provoking video, writer and retirement consultant Betsy Kyte Newman introduces four other needs, besides financial security, that should be considered as one transitions from the work force into retirement.  Click on the link to discover what these needs are.

What Every American Should Know About Social Security and Planning for Retirement

When should I Take my Retirement Benefits?

Sue Denny - Social Security & Retirement


Kestra Financial does not provide tax or legal advice.  Any decisions whether to implement these ideas

should be made by the client in consultation with professional financial, tax, and legal counsel.