Are You Financially Prepared For Retirement?

Date: February 22, 2018
Time: 5:30PM - 7:00PM CST
Location:
  • Best Western Premier Bridgewood Resort Hotel
  • 1000 Cameron Way
  • Neenah, WI 54956, USA
REGISTER FOR THIS EVENT

Event Details:


Retirement is not an ending, it is a beginning.

Have you answered the What, When and How of your retirement? – What kind of retirement do you want? When do you plan to retire? And how long will your nest egg last?

Join us as we share how you can make the most of your retirement planning. The experts from SVA Plumb Financial will discuss:

  • Successful retirement transitions with a personalized “Retire + Life” plan
  • The impact of tax reform on your retirement income
  • Financial strategies to enhance your retirement experience
  • Ways to maximize your retirement income stream


Presented by:

OBrien
    Mraz
Tim O'Brien, MBA, CFA   
Principal
   
Jeanne Mraz, CFP®
Wealth Manager

 

SCHEDULE
  • 5:30pm - 6:00pm | Registration, Hors d'oeuvres and Beverages
  • 6:00pm - 7:00pm | Presentation and Q&A


COST
Complimentary 


Brought to you by:

GRA.MARK.PLUMBFINANCIAL.2COLOR       Schwab