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!

Retiring in a Recession

You will learn strategies to position your assets to minimize inflationary and looming Bear market recession threats to your nest egg and income. How to maintain your purchasing power in retirement, despite rising inflation. Ways rising inflation will impact your retirement and how to adjust NOW. What safeguards you can put in place to weather stock market volatility. How do you keep up with inflation without taking too many risks? How to potentially reduce your tax bill over retirement.

Retiring in a Recession

February 8 @ 6:30 pm - 7:30 pm
Galioto’s Twelve21
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Retiring in a Recession

February 9 @ 6:30 pm - 7:30 pm
Galioto’s Twelve21
Register Now

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) epidemic. This webinar will help educate you on your options and how to build Social Security into your retirement income plan.

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Tax Strategies & Roth Conversions

Available On Demand. Learn why now might be the most unique time to implement tax strategies. We will discuss the advantages of Roth Conversions and how it can impact taxation on Social Security. Learn how this may reduce your taxation, and how tax strategies may significantly increase how long your money lasts.

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