Topics Covered in the Retirement Essentials Workshop:
Investing Before & After Retiring
You’ll learn how to invest for the years prior to retirement and the transition of those investments into retirement.
Maximizing Social Security & Medicare
You’ll learn how to get the most out of Social Security and how to choose the right Medicare Plan.
Reducing Taxes Over Your Lifetime
You’ll learn how to keep more of your money with strategies that will leave the IRS weeping.
University of Wisconsin – La Crosse
Invest a morning learning the most important aspects of retiring successfully and staying successfully retired.
Light refreshments will be provided. The exact room location within UW-L’s campus and parking instructions will be sent the week before the event.
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