Are You Financially Prepared For Retirement? (Milwaukee)

Date: October 9, 2018
Time: 5:30PM - 7:00PM CST
Location:
  • Westmoor Country Club
  • 400 South Moorland Road
  • Brookfield, WI 53005, 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
  • Social Security and Medicare options


Presented by SVA Plumb Financial:

Jelacic
    Mraz
Pete Jelacic, CFP®             
Principal
   
Nathan Cowen, AAMS®
Wealth Manager

 

SCHEDULE
  • 5:30pm - 6:00pm | Registration and Networking
  • 6:00pm - 7:00pm | Presentation and Q&A


COST
Complimentary