On February 8th via Zoom: `Can You Afford to Retire?’

Can you afford to retire?

Depending on your situation, it’s a simple question that you may welcome with a sense of accomplishment or receive with more than a little concern.

That provocative, but urgent, question will be discussed via Zoom on Tuesday, February 8th via the Lake Forest Library. The program, led by retirement expert Jigar Doshi of Bentron Financial Group, begins at 7 p.m.

Please register at https://www.lakeforestlibrary.org/events/can-you-afford-retire-virtual. Contact the Library via email at reference@lakeforestlibrary.org or call 847-234-0636 with any questions about the event. A library card is not required, and events are open to all.

Doshi will guide attendees through several self-evaluation exercises that help reveal their readiness for retirement. Thereafter, attendees will be introduced to 10 critical questions that every retiree must answer before embarking on a successful retirement. In addition, the session will cover the basic need for an estate and/or a financial plan, as Doshi provides an estate analysis questionnaire and an example of a balance sheet.

“The COVID-19 pandemic has ushered in an additional layer of uncertainty as people approach retirement,” said Doshi. “In a real practical way, this program helps people assess whether they are ready to retire. And if not, what steps do you need to take to get there?”

Doshi has an undergraduate degree in chemical engineering from the University of Mumbai-India, and a master's degree in Financial Markets from the Stuart School of Business-IIT Chicago. He has been providing clarity and vision to successful people for nearly 20 years, using his expertise to maximize returns and improve the client experience. His service includes investment advising, estate planning, risk management and watching out for clients’ overall financial well-being.

He and his wife, Kosha, have two children and are members of the Vernon Hills Indian Association.

Bentron Financial Group was founded in 2001 by Dr. Jim Flanagan, who has provided financial guidance to people at or near retirement age for over 30 years. In that time, he has become a nationally recognized expert on financial issues impacting older adults and late-life transitions.

Flanagan is the author of Packing For Retirement: A Practical Guide to Prepare for Retirement at Any Age. The book offers a comprehensive overview of the myriad facets of retirement planning.

Bentron Financial Group is online at www.bentron.com.