Community Corner
On April 11th in Addison: `Can You Afford to Retire?'
At Addison Public Library, Jigar Doshi of Bentron Financial Group helps you gauge your retirement readiness
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 is also the title of a presentation by retirement expert Jigar Doshi on Tuesday, April 11th at Addison Public Library, 4 Friendship Plaza.
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The session begins at 7 p.m. To register, go to https://addisonlibrary.libcal.com/event/9936634. You can also register by contacting the library’s Adult Services department at 630-458-3320.
Doshi, of Bentron Financial Group, 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 the presenters provide an estate analysis questionnaire and an example of a balance sheet.
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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,” he added. “And if not, what steps do you need to take to get there?”
A Chartered Retirement Planning Counselor (CRPC), 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.
Doshi 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 active members of the Vernon Hills Indian Association.
Bentron was founded by Dr. Jim Flanagan in 2001. He 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.
Bentron Financial Group is online at www.bentron.com.
