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September 2019
Free

Social Security and Taxes in Retirement

September 11 @ 6:00 pm
St. Francis Public Library, 4230 S Nicholson Ave
St Francis, WI 53235 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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Free

Estate Planning 101

September 11 @ 6:00 pm
Brookfield Public Library, 1900 N Calhoun Rd
Brookfield, WI 53005 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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Free

Getting to Know Medicare

September 17 @ 6:00 pm
St. Francis Public Library, 4230 S Nicholson Ave
St Francis, WI 53235 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…

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Free

Social Security and Taxes in Retirement

September 25 @ 6:00 pm
Brookfield Public Library, 1900 N Calhoun Rd
Brookfield, WI 53005 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 2019
Free

Social Security and Taxes in Retirement

October 9 @ 6:00 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 »
Free

Getting to Know Medicare

October 14 @ 6:00 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 »
Free

Getting to Know Medicare

October 15 @ 6:00 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 »
Free

Social Security and Taxes in Retirement

October 23 @ 6:00 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 »
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