Purpose Based Retirement University

It can be difficult to make financial decisions without access to the right information. We're committed to helping you make informed decisions about your financial future.

Ready to dive in and really learn what it takes to achieve the Purpose Based Retirement? We hold 2-day, college-course style education classes on retirement planning. Check out our Event Calendar below for more information on upcoming events!

2017 Event Dates

August 31st and September 7th:

  • Session 1, 8/31/17: Indiana Wesleyan University Fort Wayne Education & Conference Center (8211 W. Jefferson Blvd., Fort Wayne, IN 46804
  • Session 2, 9/7/17: Indiana Wesleyan University Fort Wayne Education & Conference Center (8211 W. Jefferson Blvd., Fort Wayne, IN 46804

September 28th and October 5th:

  • Session 1, 9/28/17: Indiana Wesleyan University Fort Wayne Education & Conference Center (8211 W. Jefferson Blvd., Fort Wayne, IN 46804
  • Session 2, 10/5/17: Indiana Wesleyan University Fort Wayne Education & Conference Center (8211 W. Jefferson Blvd., Fort Wayne, IN 46804

November 2nd and 9th:

  • Session 1, 11/2/17: Indiana Wesleyan University Fort Wayne Education & Conference Center (8211 W. Jefferson Blvd., Fort Wayne, IN 46804
  • Session 2, 11/9/17: Indiana Wesleyan University Fort Wayne Education & Conference Center (8211 W. Jefferson Blvd., Fort Wayne, IN 46804

About The Purpose Based Retirement University

At this 2-day event, we will address these issues and more:

  • Are you achieving retirement efficiency? - How to make sure your hard-earned money isn't falling through the cracks
  • Preserve your money - Can you preserve your assets against market volatility?
  • Cash flow/retirement planning - Can you prevent outliving your money?
  • Rising cost of healthcare - Will you be able to afford the healthcare you need when you need it?
  • Taxes and the IRS - Can you safeguard your assets from unnecessary taxation?
  • Social Security - How to potentially optimize your Social Security income

Speakers:
Casey B. Weade, CFP® & CEO of Howard Bailey Financial, INC.™
Marshal Johnson, CFP®, Vice President of Howard Bailey Financial, INC.™

Online Registration

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Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

By submitting your contact information, you consent to be contacted in the future regarding retirement income strategies that utilize insurance and investment products.

*Our firm provides links to third party articles in an effort to assist users in locating information on topics that might be of interest to them. Information presented has not been verified and is not guaranteed, nor can we attest to the accuracy of information provided. Linking to an article or web site does not constitute a representation of the services offered by our firm nor does it constitute an endorsement by Firm of the sponsors of the site or the products presented on the site. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

The  trademarks “Purpose Based Retirement,” “The Purpose Based Retirement,” and “Howard Bailey Financial” are registered trademarks ofHoward Bailey Financial. All rights reserved.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Casey Weade at (260)482-9559 or caseyweade@howardbailey.com.

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