Retirement planning courses at Eikenberry’s 2019 events


Luke Bertke, John Eikenberry and Nick Boeckman assist their clients at Eikenberry Retirement Planning.

Luke Bertke, John Eikenberry and Nick Boeckman assist their clients at Eikenberry Retirement Planning.


Courtesy photo

SIDNEY – The more things change, the more they stay the same. Just ask the professionals at Eikenberry Retirement Planning. They will tell you that statement was never truer than it is right now.

In the world of retirement planning, John Eikenberry and his staff know that their clients expect the same professional service and customer care that they have always received from the Sidney-based services organization, no matter what else changes in the world.

“Eikenberry Retirement Planning is based on exceptional customer service and superb attention to detail in every single dealing we have with our clients,” Eikenberry said.

“And no matter what changes in our surroundings,” Nick Boeckman, CFP with Eikenberry Retirement Planning, said, “our commitment to our clients and providing them with the best service possible has never changed, and it never will.”

During the past couple of years, one of their strategies has included helping Baby Boomers find the best ways to utilize Social Security benefits. Boeckman and adviser Luke Bertke do this through a series of workshops throughout west-central Ohio. These workshops have been very well-received and the Eikenberry team has often had to add workshops to handle the number of attendees.

“Social Security gets more complex every year and with the new laws coming out of Washington, D.C., it is hard for the average retiree or pre-retiree to stay aware of the many, constant changes,” Boeckman said. “We explain the complexities of Social Security benefits to our workshop attendees so they understand how to make their benefits work for them,” Bertke said.

Yet, the advisors at Eikenberry Retirement Planning say they are constantly looking for new ways to provide even better service to their clients and their community.

Because of this, they have partnered with The PREPARE Institute and sponsor two-night retirement planning courses to educate pre-retirees on the more technical details of retirement planning. The Prepare Institute is a national non-profit educational institution that provides college-style retirement education courses and classes for adults between the ages of 50 to 70. These courses provide information on all areas of retirement and estate planning.

“Who should attend these workshops and classes?” asked Eikenberry, “Individuals looking for proper retirement education and knowledge that is not available in most schools and universities.”

“Today’s retirement landscape is vastly different from decades past. With constant tax law changes, an uncertain future for Medicare and Social Security, the shift toward employee-directed retirement plans, and the probable onset of widespread changes in the U.S. government, the need for sound retirement strategies has never been greater,” said Boeckman.

We look forward to a wonderful year in2019. If you would like to learn more about these classes or have additional questions, you can reach us through our website at www.EikenberryRetirement.com, email us at info@eikenberryretirement.com, or call us at 937-498-1128.

Luke Bertke, John Eikenberry and Nick Boeckman assist their clients at Eikenberry Retirement Planning.
https://www.sidneydailynews.com/wp-content/uploads/sites/47/2019/02/web1_Luke-John-Nick1.jpgLuke Bertke, John Eikenberry and Nick Boeckman assist their clients at Eikenberry Retirement Planning.

Courtesy photo