On Jan. 23rd at Schaumburg Township District Library: 'Can You Afford to Retire?'

  • Dr. Jim Flanagan founded Bentron Financial Group in 2001. He has provided financial guidance to people at or near retirement age for over 30 years and is the author of "Packing For Retirement: A Practical Guide to Prepare for Retirement at Any Age."Matt Baron

    Dr. Jim Flanagan founded Bentron Financial Group in 2001. He has provided financial guidance to people at or near retirement age for over 30 years and is the author of "Packing For Retirement: A Practical Guide to Prepare for Retirement at Any Age."Matt Baron

 
 
Updated 12/30/2022 10:20 AM

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 experts Jigar Doshi and Dr. Jim Flanagan on Monday, January 23rd. The hybrid program is being hosted by the Schaumburg Township Library District, 130 S. Roselle Road, and begins at 6:30 p.m.

To register for the session--which can be attended in person or online--visit https://www.schaumburglibrary.org/events and scroll to January 23rd to find the event page. For more information, or if you prefer to register by phone, call 847-923-3347.

Doshi and Flanagan, of Bentron Financial Group, 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 the presenters provide 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," he added. "And if not, what steps do you need to take to get there?"

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A Chartered Retirement Planning Counselor (CRPC), 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.

Doshi has been providing clarity and vision to successful people for nearly 20 years, using his expertise to maximize returns and improve the client experience. His service includes 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 active members of the Vernon Hills Indian Association.

Flanagan founded Bentron Financial Group in 2001. He 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.

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