Our speaker is Thomas Shortreed. He will be presenting the quality aspects of making the right financial decisions now and in the future. The right decisions are unique for each of us depending on short and long term goals and include IRA/Roth IRA, 401k, cash distributions, bonds, pension and more as well as the impact of taxes and penalties on retirement plans.

His background and affiliations include:

• Senior Financial Advisor, Ameriprise Financial Services Inc., Cortland, OH


• MBA and CRCP (Chartered Retirement Planning Counselor)


• Member of the National Franchise Advisory Council, Minneapolis, MN


• Participant in the Retirement Advisory Council, Minneapolis, MN


• National Trainer for Financial Planning, Minneapolis, MN


• Member of Think Tank in Minneapolis, MN


• 25+ year Cortland, OH resident