Educational Classes

Retirement Nest EggAt Drake & Associates we believe in the importance of education and we firmly believe that if we can provide you with the knowledge and insight you need to make informed decisions the closer you’ll get to reaching your retirement dreams. We offer the following in the Milwaukee area:


Most think that claiming Social Security is a simple retirement decision – you retire and
you start your benefits. Not so fast – there are some strategies that can help boost a married
couple’s retirement savings with thousands of dollars of additional income.  Learn More >>



By attending you learn about the many ways to save for retirement as well as the
advantages and disadvantages. You discover how to save money on taxes, manage
investment risks and protect your assets from potential expenses. Above all, this course
shows you how to assess your financial situation and develop a personalized plan to
achieve your retirement goals.  Learn More >>