Lunch&Learn - Are You Ready to Retire? (Jan 2026)

Lunch&Learn: Are You Ready to Retire?

Retirement is one of the biggest transitions you’ll ever plan for—and the questions often start long before your last day of work. Whether you’re a small business owner, an employee, or simply beginning to think about what comes next, this Lunch&Learn is designed to help you approach retirement with clarity and confidence.

Join Steve Elliker, MBA, CFP®, RICP®, owner of Elliker Financial, LLC, for an informative and practical discussion on the financial decisions that shape a successful retirement. As a fee-only fiduciary advisor, Steve helps individuals cut through the noise, understand their options, and build strategies that support both their lifestyle and long-term goals.

During this session, attendees will gain insight into:

• The most common questions and concerns people face when preparing for retirement

• The biggest financial decisions to be made during retirement—and how to navigate them

• Strategies for creating tax-efficient income to support a healthy and sustainable retirement

This session is open to anyone thinking about retirement, regardless of the size of the organization you work for or where you are in your career. Bring your questions, enjoy lunch, and leave with a clearer understanding of how to prepare for the next chapter with confidence.

Advisory services are only offered to clients or prospective clients where Elliker Financial, LLC a registered investment advisor, and its representatives are properly registered or exempt from registration.

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Steve Elliker | Owner, Elliker Financial, LLC
Steve Elliker, MBA, CFP®, RICP® is the owner of Elliker Financial, LLC, a fee-only Registered Investment Advisor located in Morgantown, PA. Steve serves as a fiduciary to his clients, offering financial planning as well as investment management. He specializes in retirement planning which includes tax and estate planning. Elliker Financial helps clients prepare and move confidently into retirement.



Thank you to our Lunch&Learn Sponsor: