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Eikenberry Retirement Planning to host retirement education courses
CELINA – Eikenberry Retirement Planning’s Nick Boeckman, a certified financial planner, and Luke Bertke will host in-person retirement education courses at Wright State University – Lake Campus.
The retirement education course is offered through the PREPARE Institute and is a two-night course. The Tuesday class option will be May 18 and May 25 from 6-8 p.m. The Thursday class option will be May 27 and June 3 from 6-8 p.m.
The course will address how to properly prepare for retirement in today’s global and ever-changing financial world. The course will cover topics such as tax planning, wealth management, income planning, Social Security, health care, legal documents and risk management.
Eikenberry Retirement Planning has new ownership
Eikenberry Retirement Planning staff Marsha Jones, John Eikenberry, Donna Calloway, Luke Bertke and Nick Boeckman.
SIDNEY – 2020 was a transitional year for many Americans, and the staff at Eikenberry Retirement Planning are no exception. The dynamic nature of the US economy provided some incredibly high highs and some dramatically low lows in the year 2020. It was another year in which the firm was happy to help its clients in the community navigate their financial futures and retirement plans.
It was also transitional for the fact that Eikenberry Retirement Planning is under new ownership for the first time in more than 40 years. In April 2020, John Eikenberry sold the firm to Nicholas Boeckman, CFP. Nick had worked for John for eight years, and he is excited for the opportunity to continue John’s mission with tireless support of retirees in our local community.