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April 2020

Estate Planning 101

April 8 @ 6:00 pm - 7:00 pm
Frank L Weyenberg Library, 11345 N Cedarburg Rd
Mequon, WI 53092 United States
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Estate Planning 101 is a class designed to answer questions including: What happens to our life savings when we die? What type of legacy do we want to leave? What is the difference between a Will, Revocable Trust, and Irrevocable Trust? With Baby Boomers having larger retirement savings than previous generations and more dynamic families, knowing your rights and options in estate planning has never been more essential. Estate Planning 101 will help teach attendees how to: Protect life savings…

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Social Security and Taxes in Retirement

April 13 @ 6:30 pm - 7:30 pm
Brookfield Public Library, 1900 N Calhoun Rd
Brookfield, WI 53005 United States
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The #1 stressor regarding Americans and their retirement is the fear of running out of money. With Pensions leaving the marketplace, Americans are entering retirement with their two largest buckets of money being their Social Security benefits and their pre-tax retirement savings (401(k), IRA, etc.). Sequencing your income from these buckets in the most beneficial way may allow your retirement savings to last longer. By attending this class you'll learn: The ways to collect Social Security and how it is…

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September 2020

Social Security and Taxes in Retirement

September 10 @ 6:00 pm - 7:00 pm
Brookfield Public Library, 1900 N Calhoun Rd
Brookfield, WI 53005 United States
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The #1 stressor regarding Americans and their retirement is the fear of running out of money. With Pensions leaving the marketplace, Americans are entering retirement with their two largest buckets of money being their Social Security benefits and their pre-tax retirement savings (401(k), IRA, etc.). Sequencing your income from these buckets in the most beneficial way may allow your retirement savings to last longer. By attending this class you'll learn: The ways to collect Social Security and how it is…

Find out more »

Estate Planning 101

September 17 @ 6:00 pm - 7:00 pm
Brookfield Public Library, 1900 N Calhoun Rd
Brookfield, WI 53005 United States
+ Google Map

Estate Planning 101 is a class designed to answer questions including: What happens to our life savings when we die? What type of legacy do we want to leave? What is the difference between a Will, Revocable Trust, and Irrevocable Trust? With Baby Boomers having larger retirement savings than previous generations and more dynamic families, knowing your rights and options in estate planning has never been more essential. Estate Planning 101 will help teach attendees how to: Protect life savings…

Find out more »

Social Security and Taxes in Retirement

September 30 @ 6:00 pm - 7:00 pm
Frank L Weyenberg Library, 11345 N Cedarburg Rd
Mequon, WI 53092 United States
+ Google Map

The #1 stressor regarding Americans and their retirement is the fear of running out of money. With Pensions leaving the marketplace, Americans are entering retirement with their two largest buckets of money being their Social Security benefits and their pre-tax retirement savings (401(k), IRA, etc.). Sequencing your income from these buckets in the most beneficial way may allow your retirement savings to last longer. By attending this class you'll learn: The ways to collect Social Security and how it is…

Find out more »
October 2020

Getting to Know Medicare

October 6 @ 6:00 pm - 7:00 pm
Frank L Weyenberg Library, 11345 N Cedarburg Rd
Mequon, WI 53092 United States
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Navigating your way through Medicare's rules, options, and insurance market can seem impossible. You can quickly get lost attempting to make sense of the A's, B's, C's, and D's of Medicare and the Open Enrollment Periods. Even more convoluting is the sales pitch that generally comes with any type of Medicare education! By attending this class you'll learn: How the different parts of Medicare (A, B, C, D) work What insurance options you have Tips on budgeting for Healthcare in…

Find out more »

Estate Planning 101

October 13 @ 6:00 pm - 7:00 pm
Frank L Weyenberg Library, 11345 N Cedarburg Rd
Mequon, WI 53092 United States
+ Google Map

Estate Planning 101 is a class designed to answer questions including: What happens to our life savings when we die? What type of legacy do we want to leave? What is the difference between a Will, Revocable Trust, and Irrevocable Trust? With Baby Boomers having larger retirement savings than previous generations and more dynamic families, knowing your rights and options in estate planning has never been more essential. Estate Planning 101 will help teach attendees how to: Protect life savings…

Find out more »

Social Security and Taxes in Retirement

October 13 @ 6:00 pm - 7:00 pm
Muskego Public Library, S73W16663 W Janesville Rd
Muskego, WI 53150 United States
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The #1 stressor regarding Americans and their retirement is the fear of running out of money. With Pensions leaving the marketplace, Americans are entering retirement with their two largest buckets of money being their Social Security benefits and their pre-tax retirement savings (401(k), IRA, etc.). Sequencing your income from these buckets in the most beneficial way may allow your retirement savings to last longer. By attending this class you'll learn: The ways to collect Social Security and how it is…

Find out more »

Getting to Know Medicare

October 20 @ 6:00 pm - 7:00 pm
Muskego Public Library, S73W16663 W Janesville Rd
Muskego, WI 53150 United States
+ Google Map

Navigating your way through Medicare's rules, options, and insurance market can seem impossible. You can quickly get lost attempting to make sense of the A's, B's, C's, and D's of Medicare and the Open Enrollment Periods. Even more convoluting is the sales pitch that generally comes with any type of Medicare education! By attending this class you'll learn: How the different parts of Medicare (A, B, C, D) work What insurance options you have Tips on budgeting for Healthcare in…

Find out more »
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