JOIN US FOR A COMPLIMENTARY PRESENTATION

HOW TO HELP SAFEGUARD YOUR LIFE SAVINGS & INVESTMENTS

WHILE PLANNING FOR YOUR RETIREMENT

Select a Date and Register

Click an event date below to register!

Tue Sep 22
Pastina Rustic Italian Restaurant - Waitlist Only
6:30pm Eastern - 9354 Mentor Ave Ste 1 Mentor, OH 44060
This Event Is Full This Event Has Already Taken Place
Thu Sep 24
Pastina Rustic Italian Restaurant
6:30pm Eastern - 9354 Mentor Ave Ste 1 Mentor, OH 44060
This Event Is Full This Event Has Already Taken Place

What You'll Learn

  • Tax Planning – Learn how current and upcoming tax laws could cost your family thousands and ways to reduce the impact.
  • Retirement Income Planning – Help manage your money to last longer and help create a consistent retirement income.
  • Market Volatility & Risk – Understand how economic swings, new laws, and market changes may affect your IRA and 401(k).
  • Rising Interest Rates – See how changing rates may potentially impact your portfolio and ways to position your assets.
  • Long-Term Care Planning – Strategies to help cover unexpected long-term care costs without costly annual premiums.
  • Help Protecting Assets While Seeking Growth – Help Increase interest earnings while managing your potential risks.
  • CAUTION – Many Estate Plans & documents, may NOT actually protect your assets & may NOT work as you intended.
Select a Date and Register

Featured Speaker

John Malarik, Managing Director

John joined Malarik Financial Services in 2023 to continue a legacy built on thoughtful retirement planning and long-term relationships. John's background in public accounting and consulting shapes how he approaches his work today — focused on clarity, understanding, and process-driven planning to ensure every recommendation serves a real purpose in a client's life. Malarik Financial Services provides asset management, insurance, tax, and estate planning services through their network of trusted partners and resources, ensuring families throughout Lake County enjoy a confident retirement experience today and for years to come. John earned an Accounting degree from Miami University. In his spare time, John enjoys visiting friends and family with his fiancé Joelle, especially when the visits involve golf or fly fishing.

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