Financial strategies for successful retirement

Get the facts you need to prepare for a financially secure retirement, and protect your hard-earned money from inflation, income taxes and erosion due to possible long-term health care needs. This course shows you a conservative approach to wise money management and identifies lifestyle issues facing retirees. The seminar has been carefully designed to provide the information you need, without overloading you with unnecessary financial jargon.  Topics include financial basics, retirement income, investments, Social Security, Medicare, risk management, and estate planning. Our next class will begin February 2nd, 9th, 16th, and 23rd from 6-8:30 pm on the Campus of Concordia University in Mequon. For more information or to register, please contact Danya Sasada (cuw) at 262-243-1810 or Blaine Gibson at 262-241-6342.

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Join us for upcoming seminars and events

We are fortunate to host educational seminars and events for our clients and the community exploring a variety of topics. Our events provide an opportunity to expand your knowledge and engage with us as you learn more about a specific topic. Past and upcoming events are posted on our website below. Please contact us for more information regarding a specific seminar or event.

There are no events to show

There are no events to show

Gathering on the green event 

We would like to thank every one of our friends who attended and made this a fantastic evening.  A special thank you for everyone’s hard work in the set up and take down of our tent.