Find out if you can afford to retire Sept. 13

  • 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 will lead a presentation on Sept. 13 at the Lake Bluff Public Library.

    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 will lead a presentation on Sept. 13 at the Lake Bluff Public Library. Courtesy of Matt Baron

 
 
Posted9/7/2022 4:00 PM

"Can You Afford to Retire?" is the title of a presentation hosted Tuesday, Sept. 13, 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 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 or a financial plan, as Doshi provides an estate analysis questionnaire and an example of a balance sheet.

"In a real, practical way, this program helps people assess whether they are ready to retire," Doshi said. "And, if not, what steps do you need to take to get there?"

A Chartered Retirement Planning Counselor, 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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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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