The Fidato Group Announces Retirement Financial Planning Course, Sponsored by Highland Local School District

Tony D'Amico, Company CEO, Offers Two-session course, including 11 Strategies for Saving Money on This Year's Taxes

12 Feb, 2016, 08:30 ET from The Fidato Group

STRONGSVILLE, Ohio, Feb. 12, 2016 /PRNewswire/ -- The Fidato Group announced a continuing education course, scheduled early next month, titled Retirement Planning Today®, which will be led by founder and CEO, Tony D'Amico and held at Highland High School, sponsored by The Highland Local School District. "Planning for your retirement has taken on a much greater importance as people live longer and retire earlier. Many view retirement as a new and fulfilling chapter to their life, but you need to be prepared," D'Amico said. "This course shows you how to assess your financial situation and develop a personalized plan to achieve your retirement goals."

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The two-session course blends retirement education with life planning to help participants build wealth, align their money with their values and achieve their retirement lifestyle goals. The course covers the complete planning process including retirement lifestyle planning, income planning, strategies to manage investment risks, asset protection, estate planning, risk protection, using tax laws to their advantage and how to determine the savings they will need to retire. Individuals will also hear how to invest in and take money out of their company's retirement plan and determine the savings they will need to retire today or in the future.  

Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. Participants will learn about changes made in late 2015 in social security laws to repeal the 'file-and-suspend' strategy, and how that applies to them. They will also hear eleven strategies for saving money on this year's taxes.

"Whether you are planning for retirement or already retired, this course will help to ensure that you are on the right track," D'Amico said. "In straightforward language, this class explains time-tested strategies that help you to make informed financial decisions. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, this course helps you plan your future with confidence," added D'Amico. The course is held over two sessions on Tuesdays or Saturdays, with the first course beginning on March 5.

"My wife and I live in the Highland Local School District community. As residents, we appreciate the need for a continuing education program that addresses financial planning for individuals and families. We are happy to offer this course to serve the community in which we live," added D'Amico.

"The mission of Highland Community Education is to provide lifelong learning opportunities and personal enrichment, addressing the unique interest of individuals and meeting community needs," according to their brochure. Class sizes are limited. Students may bring a spouse or a guest at no additional charge. The tuition includes one 235-page workbook. To register for the course, please call: 330-239-1901, ext. 4245.

ABOUT THE FIDATO GROUP
The Fidato Group is a fiduciary-based Wealth Management and Retirement Planning firm, based in Strongsville, OH. Tony D'Amico is a well-respected educator and speaker who conducts Retirement Planning sessions at several colleges, employer groups and other organizations. For more information, please visit www.thefidatogroup.com.

Press Contact:
Leesy Palmer 
Impact Communications, Inc.
(913) 649-5009
Email

SOURCE The Fidato Group



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