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.


Retirement can be full of questions and it’s common for retirees and those approaching retirement to have fears about maintaining a comfortable lifestyle in an era of volatile markets and rising costs. We designed this presentation to discuss 6 of the common “What Ifs” of retirement and present some strategies to address them.

What if …

I Live Too Long?
I Face a Major Market Correction?
I Need More Income?
Taxes Go Up?
Inflation Is High?
I Die Too Early & Leave My Spouse Alone?

6 What Ifs of Retirement Planning 6 What Ifs of Retirement Planning
June 21 at 10:30 AM June 22 at 10:30 AM
Trattoria di Carlo
Oak Creek, WI
Trattoria di Carlo
Oak Creek, 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.