The first Retirement 101 workshop will be led by Chris Hardy, owner of Paramount Investment Advisors, Inc. and Paramount Tax and Accounting, LLC, on Sunday, January 8. This 2-hour workshop begins at 3:00 p.m. and is designed to help people nearing retirement with financial decisions like how to manage an IRA and deciding if part-time work or self-employment should be part of a retirement plan.
|Chris Hardy, CFP®, EA, ChFC®, CLU®, NTPI Fellow®|
Hardy has developed a deep knowledge of the financial industry and the pitfalls retirees can face. In addition to his designation as a Certified Financial Planner (CFP), he also earned Chartered Financial Consultant and Chartered Life Underwriter designations from The Solomon S. Huebner School at The American College in Bryn Mawr, PA. He is an Enrolled Agent (EA) for the Internal Revenue Service and, in 2013, he completed the Fellowship of National Tax Practice Institute, a rigorous three-year curriculum covering all variances of examinations, audits, collections, and appeals.
“There is not a ‘one size fits all’ approach, but there are several key decisions to a successful retirement. Attendees will leave this seminar knowing what decisions are ahead and the risks involved.”
Hardy also has some advice for those just beginning their careers and will lead a workshop for young adults in the new Adulting 101 series at the Cumming Library on Wednesday, January 11 at 7:00 p.m.
“The rules for handling money have changed over the last decade,” says Hardy. “Younger adults need to make personal changes to ensure a successful journey along the path to financial independence.”
Hardy’s session will focus on how to develop a budget and stick to it, as well as how to pay off student loans quickly. Additional sessions in the Adulting 101 series will be presented in the coming months by local experts on topics like car insurance and real estate.
Both the Retirement 101 and Adulting 101 workshops are free and no advance registration is required. For information on upcoming programs in the series, please visit www.forsythpl.org.