Expanding Retirement Planning education courses headline Eikenberry’s 2020 events


Luke Bertke, John Eikenberry and Nick Boeckman serve the clients of Eikenberry Retirement Planning.

Luke Bertke, John Eikenberry and Nick Boeckman serve the clients of Eikenberry Retirement Planning.


SIDNEY — The more things change, the more they stay the same. The longest economic expansion in the post World War II era continues to get longer and still no signs of large imbalances or overheating that might indicate that Americans are at the end of the cycle. The US economy is very dynamic and has proven over time to adapt to diverse economic and political backdrops.

In the world of retirement planning, John Eikenberry, founder of Eikenberry Retirement, and his staff know that their clients expect the same professional service and customer care that they have always received from the Sidney-based organization, no matter what else changes in the world. “Eikenberry Retirement is based on exceptional customer service and superb attention to detail in every single dealing,” Eikenberry said.

“And no matter what changes,” Nick Boeckman, CFP said, “our commitment is to our clients and community by providing them with the best service possible.”

Last year, Eikenberry Retirement 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. These courses provide information on all areas of retirement and estate planning. “The education courses were very well received, and we have added additional courses this year,” Eikenberry said.

The advisers say they are constantly looking for new ways to provide even better service to their clients and their community.

“Recent changes from the SECURE Act add to the complexity of retirement income plans for retirees, and it is hard for individuals to stay aware of the constant changes,” adviser Luke Bertke said. “We have added multiple one-night Income Tax Planning courses explaining the complex changes brought on by the SECURE Act in order to help people understand how to make their retirement assets work for them,” Bertke added.

Boeckman further commented, “We think the next decade will be vastly different from decades past. With constant tax law changes, an uncertain future for Medicare and Social Security, expanding financial markets, and the probable onset of widespread changes in the U.S. government, the need for sound retirement strategies has never been greater.”

We look forward to a wonderful year in 2020. 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.

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Eikenberry Retirement Planning are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S. The Prepare Institute is recognized by the IRS as a 501(c)3 nonprofit educational organization that provides retirement planning educational workshops and classes nationwide. Our instructors are licensed and trained financial professionals with a minimum of 10-years of real-world experience in their field. The Prepare Institute courses and workshops do not promote or endorse any specific products or companies, and no selling is allowed. The Prepare Institute educational workshops and courses are for general, non-commercial, education only and are not intended to be construed as tax, legal or financial advice. Attendees should seek the assistance of a financial or tax professional familiar with the course material prior to implementing any of the ideas and strategies taught or discussed in the course.

Luke Bertke, John Eikenberry and Nick Boeckman serve the clients of Eikenberry Retirement Planning.
https://www.sidneydailynews.com/wp-content/uploads/sites/47/2020/02/web1_John-Nick-Luke-2019.jpgLuke Bertke, John Eikenberry and Nick Boeckman serve the clients of Eikenberry Retirement Planning.