You’re invited to our Making Sense of Retirement Distributions Coffee & Kringle – October 17, 10 a.m.
Everything is better after coffee! Even understanding the details about your retirement income will be better absorbed with Coffee & Kringle with Justin. Join him on Saturday, October 17 to learn about account types and taxation, distribution eligibility and penalties, sustainable distrituion rates, required distributions, and integrating with social Security & Medicare. After coffee, kringle, and conversation, you’ll be better versed on making sense of your retirement distributions.
Your facilitator: This session will be led by CERTIFIED FINANCIAL PLANNER™ professional, Justin Moilanen. Justin is a lead advisor with Financial Service Group. Learn more about Justin.
Our learning events are design to allow small group discussion. Seating is limited to the first 15 attendees and if fewer than ten register, the session will be rescheduled.
Register for this Event
Coffee & Kringle: Making Sense of Retirement Income Distributions
Date: Saturday, October 17, 2020
Time: 10 a.m. to 11:30 a.m.
Location: Financial Service Group | 4812 Northwestern Avenue, Mount Pleasant, WI 53406