Learning Event: Preparing for your retirement

Wondering what you need to do to ensure you’re ready for retirement? This informative, interactive session is designed to share information, address questions and highlight key issues for planning for your retirement.Watching Time

Who should attend? Anyone planning to retire!

What we’ll cover:

We’ll provide insight on the following questions so that you can make informed retirement decisions.

– Can I retire?

– When should I start Social Security?

– What are my Medicare options?

– Should I choose a lump sum or monthly income pension?

– What is a rollover?

– How should my investment accounts be invested?

– How much can I withdraw each year?

– When do I have to take Required Minimum Distributions (RMDs)?

– How much will I pay in taxes?

– Should I buy long-term care insurance?

Seating for our learning events is limited so please register below or call Traci at 262-554-4500 x105.[mk_content_box heading=”Register for this Event”][vc_column_text disable_pattern=”false” align=”left” margin_bottom=”0″] Preparing for your retirement

Date: Tuesday, November 14, 2017

Time: 6:30 p.m. – 8 p.m.

Location: Financial Service Group | 4812 Northwestern Avenue, Mount Pleasant, WI 53406

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Learning Event: Habits of Career Sustainability

Michael P. Haubrich, founder of Financial Service Group and author of Career Asset Management: Getting Ahead, Staying Ahead and Using Your Head to Maximize your Career Value, will lead this interactive discussion on ways to develop, manage and optimize your career.

Develop, Manage and Optimize your Career Asset
Develop, Manage and Optimize your Career Asset

Who should attend: anyone who is still actively working; new graduates; those nearing retirement. If you’re still working, you’ll pick up tips for how to keep your career adding value to your financial well-being long after you may imagine. If you’re retired or nearing retirement, you’ll hear about ways you can continue to use your skills in your productive later life.

Come hear about the three habits of career sustainability that will refresh and renew your perspective on what it takes to keep your career asset giving you great returns. In this interactive session, you’ll engage in a lively discussion about ways to develop, manage, and optimize your career asset.

Attendees will receive an autographed copy of Mike’s book.

Remember, our sessions are open to the public and seating is limited. You are welcome to invite guests, but please register everyone who you’ll have attending so we can be sure to have enough seats.

Please register below or call Traci at 262-554-4500 x105.[mk_content_box heading=”Register for this Event”][vc_column_text disable_pattern=”false” align=”left” margin_bottom=”0″]Habits of Career Sustainability

Date: Tuesday, June 6, 2017

Time: 6:30 p.m. – 8 p.m.

Location: Financial Service Group | 4812 Northwestern Avenue, Mount Pleasant, WI 53406

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