Eagle Financial Solutions

Still on the fence about retirement planning? This is your last chance to join us this month.

We have a few spots left for our Retirement 101 class tonight — a free evening designed to answer the questions most people spend years worrying about alone.

- Have I saved enough?
- When should I take Social Security?
- What happens if the market tanks right before I retire?

Every attendee leaves with a complimentary, no-obligation retirement plan. Just honest education and real answers to the questions keeping you up at night.

Thursday, June 11 | 6:00–7:30 PM
Otterbein University, Roush Hall, Room 213 | Westerville, OH

Click here to register: eaglefinancialsolutions.com/beyond-retirement-101

Most people approaching retirement feel more anxious than excited. That's not a character flaw. It's a knowledge gap.

- Have I saved enough?
- When should I take Social Security?
- What happens if the market tanks right before I retire?

These questions deserve real answers, and that's exactly why Eagle Financial Solutions created Retirement 101 — a free, one-evening class for pre-retirees and the newly retired.

Every attendee receives a complimentary, no-obligation retirement plan. Just honest education and real answers to the questions keeping you up at night.

Don't let another month pass by wondering.

June 9 or 11 | 6:00 – 7:30 PM
Otterbein University, Roush Hall, Room 213 | Westerville, OH

Register at eaglefinancialsolutions.com/beyond-retirement-101

Thank you to everyone who joined us for Beyond Retirement 101 on May 20. We had a great turnout and some meaningful conversations about the real questions people face as retirement gets closer.

If you missed the first class this month, there’s still one more opportunity to attend:
Wednesday, May 27
6:00–7:30 PM
Hilliard Public Library, Meeting Room 2A | Hilliard, OH

This free class is designed to meet you where you are, whether you’re still building your savings, getting serious about retirement planning, preparing to retire soon, or already retired and looking to make smarter financial decisions.

In just 90 minutes, we cover:
• Social Security timing and strategies
• Tax-efficient withdrawal planning
• Market volatility and protecting retirement income
• Healthcare and long-term planning
• Creating sustainable retirement income

If you’ve been meaning to get a clearer picture of your retirement plan, this is a great place to start.

Reserve your seat here:
https://eaglefinancialsolutions.com/beyond-retirement-101/

Most people have Googled retirement questions at some point. The information is out there. Knowing what to do with it is a different story.

Beyond Retirement 101 is a free one-evening class for pre-retirees and the newly retired. In 90 minutes we cover what most people spend years trying to figure out on their own:

• Social Security — knowing the rules and maximizing your benefits
• Withdrawal strategies — how to reduce taxes, fees, and penalties
• Protecting your savings during volatile markets
• Healthcare and longevity planning
• How to make sure you don’t run out of money in retirement

Nobody teaches you this stuff. That’s why we do.

Two chances to join us in May:
• Wednesday, May 20 | 6:00–7:30 PM
• Wednesday, May 27 | 6:00–7:30 PM

Hilliard Public Library, Meeting Room 2A | Hilliard, OH

It’s free. Seats are limited — reserve yours today:
https://eaglefinancialsolutions.com/beyond-retirement-101/

Still working and collecting Social Security? There's a limit you need to know.

If you haven't reached full retirement age yet, the SSA will reduce your benefits if your earnings exceed $24,480 in 2026 — withholding $1 for every $2 you earn above that threshold.

This catches a lot of people off guard. The good news? Once you reach full retirement age, the earnings limit disappears entirely.

The right time to claim depends on your situation. Start by learning the rules in our free Beyond Retirement 101 class: https://eaglefinancialsolutions.com/beyond-retirement-101/

Source: Social Security Administration (ssa.gov)

Are you taking advantage of the higher 401(k) limits for 2026?

That means contributing up to $24,500 this year — up from $23,500 in 2025. If you're 50 or older, that number jumps to $32,500 with catch-up contributions.

Are you on track to max out? Even getting closer to the limit can make a meaningful difference in your retirement savings over time.

Not sure where you stand? That's a conversation we’re happy to have.

We’d love to help. Let’s talk: https://eaglefinancialsolutions.com/contact/

Source: IRS (irs.gov)

Thank you to everyone who joined us Monday night! The room was full of great questions and engaged faces which is exactly what we love to see!

If you missed the April 20 session, one more date remains:
April 23 | 6:00–8:00 PM l Canal Wi******er Public Library

Seats are still available. Don't miss your chance to get answers to the retirement questions that matter most.

Reserve your spot: https://eaglefinancialsolutions.com/beyond-retirement-101/

******er

Spring is all about fresh starts… but when’s the last time you refreshed your retirement plan?

If you live in Canal Wi******er or nearby, this is your chance to get clarity before summer hits.

Join us for a FREE, one-night class designed to help you answer the big questions:
- Have you saved enough?
- When should you take Social Security?
- How can you reduce taxes in retirement?
- How do you make your money last?

April 20 OR 23
6:00–8:00 PM
Canal Wi******er Public Library

Walk away with practical strategies you can start applying right away.

Reserve your seat today: https://eaglefinancialsolutions.com/beyond-retirement-101/

******er

Income, savings, and withdrawals all show up on your tax return.

While most people see it as a look back, it can also offer insight into what lies ahead.

For many, that raises a bigger question: Am I truly prepared for retirement?

Understanding how taxes fit into your long-term plan is an important part of that conversation.

That’s exactly why we offer our Beyond Retirement 101 classes.
They are designed to help you think through income, taxes, and strategy in a clear, practical way.

Learn more:
https://eaglefinancialsolutions.com/beyond-retirement-101/

It’s not just about what you owe or what you get back.

Behind every tax return is a bigger story. It can highlight patterns in income, tax efficiency, and how different pieces of your financial life are working together.

This time of year is a natural opportunity to step back and take a broader look.

What’s one thing your tax return made you think about this year?