Retirement Classes

Retirement Classes

If you’re like most Americans, you unknowingly learned your financial and lifestyle habits from your parents, spouse, or friends. Most of us are not financially prepared. Due to recent changes in tax laws, revised social security policies, and a shift toward employee-directed retirement plans, the need for financial and retirement education has never been greater.


Required minimum distributions (RMDs) most commonly are taken from traditional Individual Retirement Accounts (IRA), workplace retirement plan accounts—401(k)/403(b)/457—or self-employed retirement plan accounts at the age of 70 1/2 for retirees. If you would like more information on how RMD, taxes and Social Security can impact your retirement income sources, this workshop is for you. Learn simple strategies that could save you thousands!

RMD, Taxation & Social Security RMD, Taxation & Social Security
December 6 at 10:30 AM December 14 at 10:30 AM
Maggiano’s Little Italy, Wauwatosa, WI Maggiano’s Little Italy, Wauwatosa, WI

Please register by calling 414.409.7226 or fill out the form below.

Seats fill up quickly! Please call or register today!

This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney and/or CPA.