Educational Outreach Sessions

Financial Educational Series Presented by Kehoe Financial aimed at improving awareness of financial issues that may impact you  Next Session - April 6th, 2010

"Following the March 2009 Market Lows, What to Consider Now"

Presenters
Duncan McGuffie,
Division Vice President, of Prudential
and
 Members of the Kehoe Finanacial Advisors Team

A sample of the topics that will be covered:

  • A historical Look Back, and Forward, in relatiojn to market performance.
  • Taking stock of retirement income plans and goals relative to recent market performance
  • What is dollar cost averaging, and rebalancing? Do they apply now, and if so , how?
  • What factors should be considered in investing in an inflationary, or deflationary environment?

There will be ample time for questions and discussion during the session.

The Educational Outreach Sessions are complimentary and open to the community. These sessions provide great value in helping to keep your financial plan on track. 

Kehoe Financial Advisors will be offering this session at two locations and times.

April 6th, 2010 at Noon April 6th, 2010 at 7:00 pm

Kehoe Financial Advisors Office
125 Boggs Lane
Springdale, Ohio


Directions

Holiday Inn Express
5505 Rybolt Rd.
At Harrison & Rybolt Roads
Cincinnati, Ohio 45248

Directions

Interested in attending the upcoming session?

Contact Lisa Baab at (513) 481-8555, ext. 9, or email Tom Keller.   

Future Topics for Educational Outreach Sessions:

  • Additioanl sessins will be occuring during 2010.  If you have a specific topic your would like us to address, please share your thoughts with Lisa Baab at (513) 481-8555 or email Tom. We look forward to seeing you at future Educational Outreach sessions.

Information From Prior Educational Outreach Sessions: 

"2010. Is this the year to convert a traditiional IRA to a Roth IRA?"
This semiar has been recorded and can be watched here

Roth IRA Conversions

Kehoe 2010 Roth Conversion Seminar (this is a 45 minute session, therefore it may take a couple of minutes before payback begins. The session is recorded in MP4 format.)

The following two 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.

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

When should I Take my Retirement Benefits?   

Peggy Yates - Medical Planning for Retirement

View the Presentation

Sue Denny - Social Security & Retirement