Join Us! Upcoming FREE Educational Seminars

Social Security Planning

Planning for Your Retirement?

Don't Miss This No Cost Informational Event!

WHEN:

Tuesday April 30, 2024  at 6:00 PM

LOCATION:

Moraine Park Technical College

-West Bend Campus-

2151 N. Main St.

West Bend, WI, 53090

(ROOM - T104)

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Gain Expert Insight On:

 - How to Navigate the Social     Security System Effectively

 - The Impact of Early/Delayed         Retirement on Your Benefits

 - Claiming Strategies to Maximize     Your Benefits 

                         & MORE!

Light Refreshments Will be Provided.

 - CALL/TEXT Today to RSVP - 

262.346.5776

Medicare Made Easy  

Turning 65? Have questions about Medicare? We are here to break down the basics and make it easy for you  to understand!

Join us for a FREE Educational Medicare Seminar!  

WHEN:

Wednesday May 1, 2024  at 6:00 PM

LOCATION:

Retirement Understood 

4466 County Rd. P

Suite 107

Jackson, WI, 53037

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Let Us Help You Understand:

-Medicare Parts A, B, C, & D

-How and When to Enroll 

-Important Enrollment Periods

-What Medicare Does/Doesn't Cover

-Medicare Advantage vs.

  Medicare Supplement Options

We look forward to helping you become 'Medicare Understood'!

- Call/Text TODAY to RSVP -

  262.346.5776 

$uper $enior $avings

Join Us for an Engaging NO COST Presentation on Senior Budgeting Techniques. 

Together, We'll Explore Various Ways to Save Money and Maximize Your Financial Resources in Retirement. 

WHEN:

Thursday May 2, 2024  at 2:00 PM 

LOCATION:

Lakeview Community Library

112 Butler St. 

Random Lake, WI, 53075

_____________________________________

Don't miss out on this informative and enjoyable presentation!

RSVP Today! Call/Text 262.346.5776

Medicare Made Easy  

Turning 65? Have questions about Medicare? We are here to break down the basics and make it easy for you  to understand!

Join us for a FREE Educational Medicare Seminar!  

WHEN:

Tuesday May 7, 2024  at 6:00 PM

LOCATION:

Lakeview Community Library

112 Butler St. 

Random Lake, WI, 53075

____________________________________

Let Us Help You Understand:

-Medicare Parts A, B, C, & D

-How and When to Enroll 

-Important Enrollment Periods

-What Medicare Does/Doesn't Cover

-Medicare Advantage vs.

  Medicare Supplement Options 

We look forward to helping you become Medicare Understood!

  RSVP Today!

Call/Text 262.346.5776 

Turning 65?

Have Questions About Medicare?

You're Invited to One of Our Upcoming Complimentary Medicare Presentation and Dinner Events!

WHEN:

Tuesday May 16, 2024 at 6:00 PM

OR

Thursday May 23, 2024 at 6:00 PM

LOCATION:

Uncle Larry's Rustic Inn 

(-Upper Level-)

3327 Lake Dr. 

Hartford, WI, 53027

__________________________

Let Us Help You Understand:

-Medicare Parts A, B, C, & D

-How and When to Enroll 

-Important Enrollment Periods

-What Medicare Does/Doesn't Cover

-Medicare Advantage vs.

  Medicare Supplement Options

- Seats are Limited -

Reserve Yours Today Call/Text 262.346.5776

SECURE YOUR FUTURE

Let Us Help You Understand the Elements Involved in Protecting Your Assets and Loved Ones

Join Us at One of Our Upcoming Complimentary Estate Planning Seminar and Dinner Events!

WHEN:

Wednesday May 22, 2024 at 6:00 PM

OR

Thursday May 23, 2024 at 6:00 PM

LOCATION:

5 Pillars Supper Club

W2990 County Road K

Random Lake, WI 53075

______________________________________

Gain Expert Insights On:

• The Principals of Estate Planning
  Wills and Trusts
  Healthcare Directives
  Long - Term Care Planning
  Power of Attorney
  Retirement Income Planning
  Strategic Tax Planning
  Protecting Your Assets
  

- Seats are Limited -

Reserve Yours Today Call/Text 262.346.5776