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Comprehensive Retirement Planning Course at DePaul University

A two-part educational program with 31-year financial planning veteran Brian Sheehy

Format

Virtual • webinar

Date

Wednesday, March 11

Hour

7:30 PM CDT

Host

Brian Sheehy

Details

Or call (708) 590-4690 (Course ID: HYWBK1)

What You'll Learn

Retirement readiness: Are you on track?

Social Security: strategies, timing, and what most people overlook

Traditional and Roth IRAs: contributions, conversions, and distribution rules

Retirement plan distributions: 401(k) rollover strategies and tax planning

Investment types: stocks, bonds, mutual funds, annuities, and REITs

Risk management: disability insurance, long-term care, life insurance

Estate planning: wills, trusts, powers of attorney, and healthcare directives

Can’t make this session?

Meet Your Host

Brian Sheehy

Senior Investment Advisor

Brian Sheehy is a Senior Investment Advisor at Maridea Wealth with over 30 years of experience helping individuals and families plan for their financial futures. He has taught retirement planning courses at colleges throughout the Chicago area for over three decades, earning a reputation for making complex financial topics clear and actionable.

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Frequently Asked Questions

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About Maridea Wealth Management

Maridea Wealth Management is an SEC registered investment adviser serving clients in the Chicago area and nationally.

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Disclosures

Maridea Wealth Management, LLC ("Maridea"), is an SEC registered investment adviser also doing business as Vitalstone Financial ("Vitalstone") and Heritage Financial Strategies ("Heritage"). Registration does not imply any level of skill or training. Maridea often communicates with its clients and prospective clients through email and other electronic means. Your privacy and security are very important to us. Maridea makes every effort to ensure that email communications do not contain sensitive information. Information in this message is for the intended recipient[s] only. If you are not the intended recipient of this communication, please delete and destroy all copies in your possession, notify the sender that you have received this communication in error, and note that any review or dissemination of, or the taking of any action in reliance on, this communication is expressly prohibited. We remind our clients and others not to send Maridea private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery. Please note Maridea does not accept trading or money movement instructions via email. Please visit our website www.marideawealth.com for important disclosures including our privacy policy.