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Brookfield Public Library

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1900 N Calhoun Rd
Brookfield, WI 53005 United States
262-782-4140 http://www.ci.brookfield.wi.us/38/Library

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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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