Retirement Workshop - Referral

Curious About Retirement and How To Prepare?

Our Retirement Essentials Workshop Has You Covered

Saturday, September 10th, 9:00 AM-12:00 PM · UW-L

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.

Hosted at

University of Wisconsin – La Crosse

Invest a morning learning the most important aspects of retiring successfully and staying successfully retired.

What: Retirement Essentials Workshop
Where: UW – La Crosse
When: Saturday, September 10th, 9:00 AM to 12:00 PM
Who: Couples within 10 years of retirement with between $200,000 and $2,000,000 of savings and investments will benefit most.
Speaker: Freeman Linde, CFP®, EA, Author, Podcast Host, Certified Financial Planner ™, Retirement Planning Specialist, and Tax Advisor.
Cost: $29 per household.

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.

Special Referral Discount

$29 Only $12 per household!

This offer is only valid because you were referred.

Original Workshop Page: RetireMentorship.com/Workshop

Frequently Asked Questions

Couples who are within ten years of retirement with between $200,000 and $2,000,000 in retirement savings and investments will benefit the most from this workshop. The content will be less relevant and the strategies less effective for those outside of this age range and savings level.

No. This is an educational workshop to teach attendees strategies, not sell them products. There is no chicken dinner. Additionally, the speaker is a Fee-Only Fiduciary Financial Planner, meaning they do not, will not, and can not sell insurance and annuity products.

In addition to the education and strategies that could save you or make you thousands of dollars, each household will also get an audiobook, workbook, and a combination book to continue your educational journey.

No. Information will be given on how to redeem a no-cost no-obligation consultation if you would like individualized help applying the knowledge learned in the workshop. There are no products for sale.

The exact room details and parking info will be sent out the week before the event.

You will get a full refund if you cancel by Wednesday, September 7th. If you are unable to make the event but do not cancel by the deadline, your registration can be applied to future workshops and events.

Still, have questions? We have Answers.

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