Workshops
Workshops
Upcoming Retirement Financial Planning Workshops
Upcoming Retirement Financial Planning Workshops
Attend an In-Person
Educational Workshop
We’re passionate about helping you understand the “why” behind every important financial decision related to your retirement. That’s why we host Educational Workshops, so you can be better informed on the road ahead.
With recent changes in tax laws, RMDs, stretch IRAs and Social Security policies and a shift toward employee-directed retirement plans, the need for financial and retirement education has never been greater.
To register, please call 414.409.7226 or sign up for a class below.
Classes fill quickly, so we encourage you to reserve your spot today.
Surviving Retirement
You will learn strategies to position your assets to potentially minimize inflationary and looming Bear market recession threats to your nest egg and income. Strategies that may help maintain your purchasing power in retirement, despite rising inflation. Ways rising inflation will impact your retirement and how to potentially adjust NOW. What possible safeguards you can put in place that may help weather stock market volatility. How do you keep up with inflation without taking too many risks?
Mequon, WI
The Psychology of Retirement – Private Movie Screening
The Psychology of Retirement challenges people to think about retirement totally differently where income is the outcome, and how to navigate America’s #1 retirement fear. Featuring Behavioral Investment Expert and New York Times Best Selling Author, Morgan Housel, as well as Government leaders and experts.
Brookfield, WI
VIRTUAL
Education Center
WHAT IS YOUR LEVEL OF FINANCIAL AND RETIREMENT KNOWLEDGE?
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 for retirement. 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 classes has never been greater.
At 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.
More Workshops
COMING SOON!
Attend an In-Person
Educational Workshop
We’re passionate about helping you understand the “why” behind every important financial decision related to your retirement. That’s why we host Educational Workshops, so you can be better informed on the road ahead.
With recent changes in tax laws, RMDs, stretch IRAs and Social Security policies and a shift toward employee-directed retirement plans, the need for financial and retirement education has never been greater.
To register, please call 414.409.7226 or sign up for a class below.
Classes fill quickly, so we encourage you to reserve your spot today.
Surviving Retirement
You will learn strategies to position your assets to potentially minimize inflationary and looming Bear market recession threats to your nest egg and income. Strategies that may help maintain your purchasing power in retirement, despite rising inflation. Ways rising inflation will impact your retirement and how to potentially adjust NOW. What possible safeguards you can put in place that may help weather stock market volatility. How do you keep up with inflation without taking too many risks?
Mequon, WI
The Psychology of Retirement – Private Movie Screening
The Psychology of Retirement challenges people to think about retirement totally differently where income is the outcome, and how to navigate America’s #1 retirement fear. Featuring Behavioral Investment Expert and New York Times Best Selling Author, Morgan Housel, as well as Government leaders and experts.
VIRTUAL
Education Center
WHAT IS YOUR LEVEL OF FINANCIAL AND RETIREMENT KNOWLEDGE?
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 for retirement. 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 classes has never been greater.
At 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.
More Workshops
COMING SOON!
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All of the above listed companies are paid sponsorships and not endorsements of Drake and Associates, LLC
