On September 13th in Lake Bluff: 'Can You Afford to Retire?'

  • Jigar Doshi helps people at or near retirement through investment advising, estate planning, risk management and watching out for their overall financial well-being. He leads a presentation on September 13th at the Lake Bluff Public Library.Matt Baron

    Jigar Doshi helps people at or near retirement through investment advising, estate planning, risk management and watching out for their overall financial well-being. He leads a presentation on September 13th at the Lake Bluff Public Library.Matt Baron

 
 
Updated 8/19/2022 10:38 AM

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 hosted on Tuesday, September 13th by the Lake Bluff Public Library, 123. E. Scranton Ave. The program, led by retirement expert Jigar Doshi of Bentron Financial Group, begins at 7 p.m.

To register, visit https://lakeblufflibrary.libcal.com/event/9408187

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," said Doshi. "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.

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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.

Based in Downers Grove, 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.

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

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