Attend an In-Person Event
At Drake & Associates, our mission is simple: We guide good people to make great decisions through retirement education and community. Our in-person events bring that mission to life, offering both educational insights and meaningful connections. Join us for dinner workshops at top local restaurants, where we break down retirement strategies over a great meal. Attend our educational talks at our branch offices, where we dive deep into retirement income, tax strategies, and market trends. Or, enjoy one of our fun, community-driven events, where we celebrate our clients and strengthen relationships beyond finances. Reserve your spot for an upcoming event today—we’d love to see you there!
Workshops
Greendale, WI, 53129
Brookfield, WI, 53005
Events
Waukesha, WI 53186
Educational Chats
Educational Chat: Empowering Women
Waukesha, WI 53186
The Psychology of Retirement (Movie)
The Psychology of Retirement – Private Movie Screening
Mequon, WI 53092
The Psychology of Retirement – Private Movie Screening
Brookfield, WI, 53005
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.
Social Security Strategies Available On Demand.
How and when to start Social Security can be such an overwhelming decision. There are lot of options available, and it can be difficult to find help. As if the decision wasn’t tough enough, now overlay the impact on your portfolio from the Coronavirus (COVID-19) pandemic. This webinar will help educate you on your options and how to build Social Security into your retirement income plan.
- There are Hundreds of Strategies, How Do I Choose?
- Will Social Security Be There?
- How Do I Get the Most Income From Social Security?
- Are There Different Considerations With COVID-19?