715-515-7187
No Charge to Attend.
Seating is limited, so sign up today!
Seating is limited, so sign up today!
Platteville Library
Topic: 2024 Retirement Check-up
225 W Main St, Platteville, WI 53818
Thursday, April 25 @ 5:30 - 6:30 pm
(Only a few spots left!)
ELECTIONS, SOCIAL SECURITY, TAXES, MARKET VOLATILITY, INFLATION, MEDICARE AND MUCH MORE...
You might wonder what this all means for your retirement. You’ve worked really hard for what you’ve got. Are you ready to retire, and on the right track?
Join us at the Platteville Library for an educational workshop covering the most commonly asked questions and concerns when retiring (and much more) on Thursday, April 25, from 5:30 - 6:30 pm. (Only a few spots left)
Get professional guidance on potentially reducing the taxation of your retirement income (including Social Security), and how to position yourself for better returns on your investments - all to protect from the uncertainty of the upcoming elections which historically have heavily impacted the stock markets.
Get your questions answered:
- When should I apply for Social Security?
- How do I know if I saved enough for my retirement (I don’t want to run out of money)?
- How do I maximize my retirement income?
- Should I rollover my 401k/403b to an IRA?
- What happens if we have another 2008 great rescission? How to protect my assets for retirement income?
- How do taxes work differently in retirement than while I’m working?
- How to retire early, if I’m close to retirement age?
- How does health insurance and Medicare insurance work in retirement?
- Should I apply for normal pension income or do I have a lump sum pension option?
- What happens if I want to travel, by a house, help out a family member, or gift to a charity? Will my retirement income still last?
- Should I pay off my home?
If you would like more information on how to safeguard your retirement plans from the potential election impact, this workshop is for you.
Attend this workshop and learn:
- How to reduce or eliminate retirement taxes
- Ways to safeguard your retirement funds from market volatility and inflation
-
How to maximize your Social Security benefits
-
How the elections potentially could impact your retirement plans
- Common misconceptions about retirement planning
-
Tools and methods available to retirees to help develop a retirement tax strategy
Note: This presentation is strictly informational. No investments will be promoted. However, the presenter may invite you to a follow-up consultation, where products or services may be presented or offered - see our FAQ for more information. This presentation has not been endorsed by any governmental organization nor Facebook and its advertising sources.
By registering, you agree to our Privacy Policy.
Platteville Library
Topic: 2024 Retirement Check-up
225 W Main St, Platteville, WI 53818
Thursday, April 25 @ 5:30 - 6:30 pm
OPEN
No Charge to Attend.
(Only a few spots left!)
Elections, Social Security, Taxes, Market Volatility, Inflation, Medicare And Much More...
You might wonder what this all means for your retirement. You’ve worked really hard for what you’ve got. Are you ready to retire, and on the right track?
Join us at the Platteville Library for an educational workshop covering the most commonly asked questions and concerns when retiring (and much more) on Thursday, April 25, from 5:30 - 6:30 pm. (Only a few spots left)
Get professional guidance on potentially reducing the taxation of your retirement income (including Social Security), and how to position yourself for better returns on your investments - all to protect from the uncertainty of the upcoming elections which historically have heavily impacted the stock markets.
Get your questions answered:
- When should I apply for Social Security?
- How do I know if I saved enough for my retirement (I don’t want to run out of money)?
- How do I maximize my retirement income?
- Should I rollover my 401k/403b to an IRA?
-
What happens if we have another 2008 great rescission? How to protect my assets for retirement income?
-
How do taxes work differently in retirement than while I’m working?
-
How to retire early, if I’m close to retirement age?
-
How does health insurance and Medicare insurance work in retirement?
-
Should I apply for normal pension income or do I have a lump sum pension option?
-
What happens if I want to travel, by a house, help out a family member, or gift to a charity? Will my retirement income still last?
-
Should I pay off my home?
If you would like more information on how to safeguard your retirement plans from the potential election impact, this workshop is for you.
Attend this workshop and learn:
- How to reduce or eliminate retirement taxes
-
Ways to safeguard your retirement funds from market volatility and inflation
-
How to maximize your Social Security benefits
- How the elections potentially could impact your retirement plans
- Common misconceptions about retirement planning
- Tools and methods available to retirees to help develop a retirement tax strategy
Note: This presentation is strictly informational. No investments will be promoted. However, the presenter may invite you to a follow-up consultation, where products or services may be presented or offered - see our FAQ for more information. This presentation has not been endorsed by any governmental organization nor Facebook and its advertising sources. By registering, you agree to our privacy policy.
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- All Rights Reserved