Learn the Secrets of Retirement

Workshops Every Third Thursday, In Person & Online

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Investing Before & After Retirement

Investing Before & After Retirement

September Workshop

You’ll learn how to invest before, transitioning into, and after retirement.

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Premiered September 15th

Maximizing Social Security & Medicare

Maximizing Social Security

October Workshop

You’ll learn how Social Security works and how to optimize this critical retirement income.

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Premiered October 20th

Reducing Taxes Over Your Lifetime

Reducing Taxes in Retirement

November Workshop

You’ll learn how to keep more of your money with strategies that will leave the IRS weeping.

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Premiered November 17th

Estate Planning Essentials

December Workshop

You’ll learn how to direct your assets where you want, not to lawyers or the government.

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Premiered December 15th

RetireMentorship Presents: Retirement Essentials Workshops

Invest in an evening of learning the most critical aspects of retiring successfully… with workshop topics such as Investing Before & After Retirement, How to Maximize Your Social Security & Medicare, Reducing Taxes Over Your Lifetime, etc. Every 3rd Thursday evening from 6-7 pm @ UW-La Crosse, listen to Freeman Linde, CFP® walk you through optimizing your retirement strategies.

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Key Workshop Benefits:

3D Retirement Income

Get a Free Book!

Registering for any Workshop entitles you to our book, free!

Discover Dangerous Myths!

There are a lot of financial myths and bad products out there. What you don’t do is nearly as important as what you do.

Learn Key Strategies

A successful retirement is built on financial strategies not products. Learn and master them.

  • What: Retirement Essentials Workshop
  • Where:
  • In-Person: UW – La Crosse
  • Online: YouTube Live
  • When: Every Third Thursday, 6:00 – 7:00 PM
  • Who: Couples within 10 years of retirement with between $250,000 and $2,000,000 of savings and investments will benefit most.
  • Speaker: Freeman Linde, CFP®, EA
  • Cost: Free

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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About the Speaker

Freeman Linde

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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. These are educational workshops 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 a book, workbook, and action items to continue their 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.

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