Tue, Apr 14
|Midpointe Library - Liberty Branch
Investments & Financial Planning In Retirement
Learn ways to get the most out of your investments and avoid common mistakes!
Time & Location
Apr 14, 2026, 5:30 PM – 6:30 PM
Midpointe Library - Liberty Branch, 6716 Yankee Rd, Liberty Township, OH 45044
About the event
About this seminar:
Retirement should be a time to enjoy the rewards of your hard work, not worry about market volatility, income shortfalls, or outliving your savings. Yet many retirees and pre-retirees enter retirement without a clear investment and financial plan, leaving their long-term security exposed to unnecessary risk.
Join us for this free seminar designed specifically for individuals approaching or already in retirement who want a thoughtful, proactive approach to investing and financial planning. You’ll discover how a well-structured retirement plan can help you generate reliable income, manage risk, and stay confident through changing markets.
In this seminar, you’ll learn:
The different types of financial advisors and the questions you should ask them
The difference between the Fiduciary Standard and the Suitability Standard
Common investing and financial planning mistakes retirees make and how to avoid them
Two strategies to optimize your investment portfolio for your retirement
Ways to optimize non-qualified (non-retirement) investments
Whether you’re 5 years from retirement or already enjoying your post-career years, this seminar will give you valuable insights and practical strategies to get the most out of your retirement savings.
About the presenter:
Vasili Zois is a co-founder and lead advisor at Meritum Advisors. He comes from a long family history of financial professionals - his father has been in the industry for 45 years, his mother was previously in banking and insurance, and he has over a decade of his own personal experience assisting clients plan for and live out their best retirements!
He holds various certifications and designations, including Certified Financial Fiduciary®, IRS Enrolled Agent, Certified Tax Specialist™, and Certified Annuity Specialist®. He focuses on comprehensive planning that includes investment management, financial planning, ongoing tax planning and annual preparation/filings, insurance review and solutions (health and Medicare insurance, life insurance, and long-term care planning), and estate planning.
In his free time, he loves to spend time with his wife and their senior rescue dog, Gammy. He also likes to travel the world (especially to Greece, where he typically visits every summer), ride his bike, rebuild and engineer vintage motorcycles, and work on home projects.
One relationship for all your needs - a truly holistic approach
By offering most tax, investment, planning, and insurance services in-house, we are dedicated to helping you reduce fees and save time when it comes to helping you achieve your financial goals and needs. You will gain peace of mind knowing all of your affairs will be coordinated, aligned, and managed with one simple phone call.