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Financial expert Dr. Jim Flanagan will guide attendees through several self-evaluation exercises that help reveal their readiness for retirement. Registration is encouraged, walk ins welcome.
In addition, the session will cover the basic need for an estate and/or a financial plan, as Flanagan provides an estate analysis questionnaire and an example of a balance sheet.
For over 30 years, Dr. Flanagan has provided financial guidance to people at or near retirement. Over that time, he has become a nationally recognized expert on financial issues impacting older adults and late-life transitions. Flanagan, who formed Bentron Financial Group in 2001, has served on the Oak Park/River Forest Township Senior Services Committee since 2008. In 2010, he founded the Celebrating Seniors Coalition, a not-for-profit organization that provides seniors with emergency services and raises public awareness of issues affecting seniors in Oak Park, River Forest and Forest Park.
The Linda Sokol Francis Brookfield Library is located at the intersection of Grand and Park Avenue. It has 5 Study Rooms, 3 Meeting Rooms, an Editing Studio, and a Maker Studio.