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Held at Otterbein University - Roush Hall | Westerville, OH | March 2022

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For baby boomers, there’s been a shift in retirement income planning when compared to previous generations. This is a comprehensive personal finance workshop for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as income planning, Social Security maximization and the risks to avoid. You’ll learn how to incorporate health care, inflation and their considerations into your overall plan. Upon completion, you’ll be better prepared to take the necessary steps to create your own retirement income strategy.



Held At Otterbein University – Roush Hall
1 S Grove St, Westerville, OH 43081, Westerville, OH 43081

*The workshop will be held in Roush Hall.
Tuesday night registrants will be in room #114 and Thursday night registrants will be in room #204.

Parking will be available in lots #14 and #17 on the campus map:


This workshop meets once for a two-hour session.
– Otterbein University – Roush Hall (Room #114) on Tuesday, March 8 at 6:30 PM
– Otterbein University – Roush Hall (Room #204) on Thursday, March 10 at 6:30 PM


Registration Fee: $39 $0*

Includes all workshop materials and fees.
*Registration fee discounted for those who sign up in advance. 

About Your Presenter

Dan Bartholomew

Preferred Planning Services

Dan is a financial advisor of Preferred Planning Services, a company that specializes in financial planning for seniors for over 20 years. He has been an advocate for clients of the financial services industry since 2012, providing retirement income and planning services to families. He serves as a consultant for elder law attorneys and uses his knowledge and expertise with issues that seniors face to provide comprehensive financial planning for his clients. He has a thorough understanding of situations and knows how to bring financial strategies to help solve them. He continues to assist clients on crucial topics, including tax efficiency, social security, risk tolerance and retirement income.

Dan is a volunteer educator for the Financial Education Partnership, one of the largest, fastest-growing nonprofits in the country. Through his work with FEP Dan fulfills the mission of the nonprofit, which is to provide financial education and literacy to those looking to more fully understand how their finances work.

Dan is a native of Northeast Ohio and started establishing his roots in Central Ohio while earning his degree from Capital University in Bexley. He now lives in Columbus with his wife and 3 energetic children. When he isn’t working you can usually find Dan and his family at the pool or a sports field watching his kids compete in one of many activities.

About Retire For L.I.F.E.

The goal of this workshop is to take the complexity out of retirement income planning and to help provide strategies for a confident retirement. Our mission is to empower Baby Boomers to prepare for a stable and predictable retirement income.

Who Should Attend?

  • People between the ages of 50 and 70
  • Those concerned with their finances and wanting to prepare for market volatility
  • Investors looking for guidance based on recent Social Security changes and proposed tax laws

What You'll Learn

  • Options on when to take Social Security
  • How to define your core priorities
  • How to develop reliable retirement income
  • Common reasons retirees run out of money

Why Now?

  • There’s no better time to create strategies in which you can be confident
  • Global market volatility necessitates action
  • The basic financial rules of thumb have changed for a retiring generation

Your Registration Includes

  • Actionable strategies for your retirement plan
  • In-session workbook to follow
  • A retirement income planning publication
  • A maximizing your Social Security guide

Enroll Now

Select your dates and register below for our upcoming Baby Boomer Retirement Workshop at Otterbein University – Roush Hall in Westerville, OH.

Registration Fee: $39 $0*
Includes all materials and fees
*Registration fee discounted for those who sign up in advance.

This workshop meets once for a two-hour session. Couples may attend for a single cost.

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes.

© 2022 Retire For L.I.F.E. – All Rights Reserved

Advisory Services offered through Change Path, LLC an Investment Advisor. Preferred Planning Services and Change Path, LLC are not affiliated.

By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. The presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please direct your clients to a local Social Security Administration office, or visit