Successful Retirement Strategies is designed to be fun and interactive as well as informative. This class will cover all stages and needs of retirement and topics to be discussed will include proper diversification, the need to make income last, tax deferred growth, as well as estate planning and organizing the details of an estate. Tim will also discuss stocks, bonds, mutual funds and the different types of annuities, their differences and their place in a well-diversified portfolio. Whether you are a seasoned investor, or the thought of investments makes your palms sweat, the importance of these topics can’t be ignored. The more information that someone has the better equipped they will be to make wise decisions about their future. Occasionally other professionals may be brought in for their expertise. The suggested assignments will add to the understanding of the topics discussed and give you a glimpse at your retirement picture. As a participant in the class, you will receive a complementary personal financial review after the class has included. This will allow each participant to address any of the pitfalls or areas of concern in their personal retirement picture.
Tim Gelinas is the President of Senior Financial Planning, LLC. He has 20 years of experience diligently meeting the needs of his clients. He currently teaches retirement classes at OLLI at Emory, BULLI at Brenau, SEL in Roswell, and ELM of Marietta. He holds the designations of Certified Fund Specialist® (CFS®), Certified Annuity Specialist® (CAS®) and Certified Income Specialist® (CIS®) from the Institute of Business & Finance. He is also a member of the Society of Certified Senior Advisors (CSA). He and his team specialize in helping retirees and those about to retire to preserve and protect what they have worked for all their lives. Tim has been recognized nationally by leading industry institutions. Tim has been featured in the Atlanta Business Chronicle as one of the Top 40 Advisors Under 40 by NAIFA of Atlanta in 2011 and 2012 and is a 11-time winner of the Five Star Wealth Manager Award in 2008, 2009, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018 and 2019 as seen in the October issues of Atlanta Magazine. He has received the Fidelity Advisor Council Award in 2013, 2014, 2015, 2016 and 2017 and NAIFA Quality Award in 2013, 2014, 2015, 2016, 2017 and 2018. Tim has been married to his wife Rachael for 20 years, enjoys golf & traveling, and is a graduate of The University of Georgia.