Event

Social Security and retirement income planning

Free workshop to help you prepare for retirement!

Register by Sept. 13.
Register now

When and where

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Event date:
Monday, September 14, 2026
Time
Time:
6:30 PM - 7:30 PM ET
location
Location:
Special Grounds Coffee
854 S. Shoop Ave.
Wauseon, OH 43567

directions Get directions

calendar
Event type:
In-person

Event Contact

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Ashlee Vandemark
Phone: 419-446-4618

Topics include:

  • Social Security strategies, including when to begin taking benefits.
  • How to help your income last.
  • Risks potentially impacting your retirement savings.

Speakers

Shari Beck, Financial Consultant

Shari Beck, CFP®
Vice President, Ohio Region

Shari has been helping families since 2012 align their financial decisions with their faith and values through personalized financial planning, retirement strategies, and investment guidance – earning trust through her clear communication, community involvement, and passion for empowering others.

Disclosure

Everence offers credit union products that are federally insured by NCUA. Investments and other products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee. Some Everence products and services may not be available in your state.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.