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March 2018

Awareness and Avoidance of Scams

March 5 @ 6:00 pm - 7:00 pm
Muskego Public Library, S73W16663 W Janesville Rd
Muskego, WI 53150 United States
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The robust population of baby boomers transitioning into retirement on top of booming technological age has brought about new and effective scams that are targeting Seniors.  Learning how to be aware of, and how to report these scams can help save you from a very stressful event in retirement.   Senior Scams will help attendees be aware of: Types of scams that are aimed at or effect seniors What questions to ask when validating a questionable correspondence How to properly…

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Estate Planning 101

March 7 @ 6:00 pm - 7:15 pm
Waunakee Public Library, 710 South St.
Waunakee, WI 53597 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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Getting to Know Medicare

March 12 @ 6:00 pm - 7:00 pm
Muskego Public Library, S73W16663 W Janesville Rd
Muskego, WI 53150 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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Planning for Nursing Care and Final Expenses

March 21 @ 5:30 pm - 6:00 pm
Muskego Public Library, S73W16663 W Janesville Rd
Muskego, WI 53150 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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Understanding Investments

March 21 @ 6:00 pm - 7:00 pm
Muskego Public Library, S73W16663 W Janesville Rd
Muskego, WI 53150 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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Strategies for Social Security and Retirement Income

March 26 @ 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…

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April 2018

Understanding Invesments

April 3 @ 5:30 pm - 6:30 pm
McFarland Library, 5920 Milwaukee St.
McFarland, WI 53558 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

April 3 @ 6:00 pm - 7:00 pm
McFarland Library, 5920 Milwaukee St.
McFarland, WI 53558 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

April 17 @ 5:30 pm - 6:00 pm
McFarland Library, 5920 Milwaukee St.
McFarland, WI 53558 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

April 17 @ 6:00 pm - 7:00 pm
McFarland Library, 5920 Milwaukee St.
McFarland, WI 53558 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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