On April 27th in Streamwood: 'Can You Afford to Retire?'
Can you afford to retire?
Depending on your situation, it's a simple question that you may welcome with a sense of accomplishment or receive with more than a little concern.
That provocative, but urgent, question is also the title of a presentation by retirement expert Jigar Doshi on Wednesday, April 27, at Poplar Creek Public Library, 1405 S. Park Ave., in Streamwood.
The free session begins at 7 p.m. To register, visit https://tinyurl.com/AffordToRetire.
Anyone with questions about the program can contact Paulette Harding at (630)-483-4940 or pharding@pclib.org.
Doshi will guide attendees through several self-evaluation exercises that help reveal their readiness for retirement. Thereafter, attendees will be introduced to 10 critical questions that every retiree must answer before embarking on a successful retirement. In addition, the session will cover the basic need for an estate and/or a financial plan, as Doshi provides an estate analysis questionnaire and an example of a balance sheet.
The COVID-19 pandemic has ushered in an additional layer of uncertainty as people approach retirement, said Doshi.
"In a real practical way, this program helps people assess whether they are ready to retire," said Doshi. "And if not, what steps do you need to take to get there?"
Doshi has an undergraduate degree in chemical engineering from the University of Mumbai-India, and a master's degree in financial markets from the Stuart School of Business-IIT Chicago.
For nearly 20 years, his service has included investment advising, estate planning, risk management and watching out for clients' overall financial well-being.
He and his wife, Kosha, have two children and are members of the Vernon Hills Indian Association.
Bentron Financial Group was founded in 2001, by Dr. Jim Flanagan, who has provided financial guidance to people at or near retirement age for over 30 years. In that time, he has become a nationally recognized expert on financial issues impacting older adults and late-life transitions. Flanagan is the author of "Packing For Retirement: A Practical Guide to Prepare for Retirement at Any Age."
Bentron Financial Group is online at www.bentron.com.