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July 2018

Strategies for Social Security and Retirement Income

July 23 @ 5:30 pm - 6:30 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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Understanding Investments

July 23 @ 6:30 pm - 7:30 pm
Brookfield Public Library, 1900 N Calhoun Rd
Brookfield, WI 53005 United States
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The world of investments is an ever-changing world that often confuses and causes distrust amongst the consumer market.  Tax reform and the Department of Labor’s recent regulations are creating a need for new and relevant information to help investors equip themselves to make sound decisions.  By attending this class you’ll learn: Different types of Investments and how they work How Fees and Commissions work How to assess your risk tolerance and time horizon How Investments are analyzed Investment Advisory Services…

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August 2018

Understanding Investments

August 13 @ 5:00 pm - 6:00 pm
Lomira Library, 427 S Water St.
Lomira, WI 53048 United States
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The world of investments is an ever-changing world that often confuses and causes distrust amongst the consumer market.  Tax reform and the Department of Labor’s recent regulations are creating a need for new and relevant information to help investors equip themselves to make sound decisions.  By attending this class you’ll learn: Different types of Investments and how they work How Fees and Commissions work How to assess your risk tolerance and time horizon How Investments are analyzed

Find out more »

Strategies for Social Security and Retirement Income

August 13 @ 6:00 pm - 7:00 pm
Lomira Library, 427 S Water St.
Lomira, WI 53048 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 »

Planning for Nursing Care and Final Expenses

August 21 @ 5:30 pm - 6:00 pm
Lomira Library, 427 S Water St.
Lomira, WI 53048 United States
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One of the greatest risks in our retirement will be the potential need of nursing care.  The Baby Boomers are a populous, healthy generation that are likely to use Nursing Care at a higher rate than any previous generation as they predicted to live longer lives.  How one funds nursing care may affect their funding for Final Expenses and estate.  By attending this class you’ll learn What are the probabilities costs of needing nursing care How nursing care is paid…

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Getting to Know Medicare

August 21 @ 6:00 pm - 7:00 pm
Lomira Library, 427 S Water St.
Lomira, WI 53048 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 retirement How Open…

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September 2018

Understanding Investments

September 11 @ 5:30 pm - 6:30 pm
West Bend Community Memorial Library, 630 Poplar St.
West Bend, WI 53095 United States
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The world of investments is an ever-changing world that often confuses and causes distrust amongst the consumer market.  Tax reform and the Department of Labor’s recent regulations are creating a need for new and relevant information to help investors equip themselves to make sound decisions.  By attending this class you’ll learn: Different types of Investments and how they work How Fees and Commissions work How to assess your risk tolerance and time horizon How Investments are analyzed Investment Advisory Services…

Find out more »

Strategies for Social Security and Retirement Income

September 11 @ 6:30 pm - 7:30 pm
West Bend Community Memorial Library, 630 Poplar St.
West Bend, WI 53095 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 »

Planning for Nursing Care and Final Expenses

September 17 @ 5:30 pm - 6:30 pm
West Bend Community Memorial Library, 630 Poplar St.
West Bend, WI 53095 United States
+ Google Map

One of the greatest risks in our retirement will be the potential need of nursing care.  The Baby Boomers are a populous, healthy generation that are likely to use Nursing Care at a higher rate than any previous generation as they predicted to live longer lives.  How one funds nursing care may affect their funding for Final Expenses and estate.  By attending this class you’ll learn What are the probabilities costs of needing nursing care How nursing care is paid…

Find out more »

Getting to Know Medicare

September 17 @ 6:00 pm - 7:00 pm
West Bend Community Memorial Library, 630 Poplar St.
West Bend, WI 53095 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 retirement How Open…

Find out more »
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