Retirement Planning Today-Dixon

Register Now!

Capacity: 15 - Available: 2
Date: Thursday, August 12, 2021
Registration Deadline: Sunday, August 01, 2021
Time: 9:00 AM - 4:00 PM
Instructor Location:
Dixon Police Department
220 S. Hennepin Avenue
Dixon, IL
Instructor: Regan Shipp, CPA-Rosemeyer Management Group

Members' Fee: $0
Sworn Non-Members' Fee: $100
Non-Members' Fee: $100
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Course Description:

Retirement Planning Today combines life planning & retirement planning concepts. Students will receive an easy-to-understand education on life planning and retirement planning strategies and a 200+ page textbook with examples and illustrations.

Here is a list of some of the takeaways from the training:

  • What do you want your retirement to look like?

  • Have you identified your retirement goals?

  • Have you identified all your income sources in retirement?

  • How much money do you spend per year?

  • Do you track that amount for changes on an annual basis?

  • Do you have a personal financial statement or a balance sheet?

  • Have you projected where your taxable income will be in retirement?

  • Have you reviewed your Social Security Statement for Accuracy?

  • Have you determined the age you desire to begin collecting Social Security?

  • Investments-How much risk is in your portfolio

  • Do you compare your returns against a benchmark on an annual basis?

  • Do you need life insurance today or are you self-insured?

  • Do you have a will and/or a trust?

  • Will your estate avoid probate?

  • Plus, many more.

Instructor Bio

Regan Shipp is an Investment Advisor with Rosemeyer Management Group. In her role, she strives to provide clients with personalized comprehensive wealth management advice. By looking at the full picture, she integrates investment strategies, risk management strategies, tax planning, retirement planning and estate planning to design a plan that will lead her clients to both financial success and freedom for the duration of their life.  Regan grew up on a farm in Illinois and currently resides in Morrison, Illinois with her husband, Payton, and their dog, Axel.

EXPERIENCE

  • Investment Advisor Representative with Rosemeyer Management Group

  • Former Research Analyst at Rosemeyer Management Group

  • Former Tax and Accounting Intern at Compeer Financial

EDUCATION

  • Certified Financial Planner (CFP®)

  • Certified Public Accountant (CPA) 

  • Series 65 Licensed

  • Life Insurance Licensed – Illinois & Wisconsin

  • Bachelor of Science – Accounting, University of Wisconsin – Platteville, Summa Cum Laude

  • Bachelor of Science – Agricultural Business, University of Wisconsin – Platteville, Summa Cum Laude