Check the background of this investment professional on FINRA’s BrokerCheck

Check the background of this investment professional on FINRA’s BrokerCheck

Organizer

Paul Hoffman
Phone
920-733-4453

Location

Waupaca Regional Center
1979 Godfrey Drive, Waupaca, WI 54981

Date

Dec 05 2023
Expired!

Time

6:30 pm - 8:00 pm

Investing for Retirement – Waupaca

Because of today’s many challenges – uncertain markets, increased longevity, rising healthcare and living costs – many pre-retirees are concerned about supporting the retirement lifestyle they desire.

Here’s an opportunity to take a major step toward educating yourself and planning for the future you’ve worked for. Join us on Tuesday, December 5th from 6:30-8:00 PM at the Waupaca Regional Center (part of the Fox Valley Technical College Campus System) for this incredible FREE seminar from the Financial Team at Next Third Retirement Coaching.

Investing for Retirement is a 90-minute workshop that will take you step-by-step through the important areas of retirement income planning. Learn how to set up the five sources of retirement income for your 60’s, 70’s, 80’s and 90’s. Social Security, Pensions, Annuities, IRAs/Group Retirement Plans and Non-Tax Deferred Savings all play a critical role. When and how to tap into all of these at the right time will allow you to live the retirement lifestyle you desire.

There is no cost to attend this program. You also have the option of requesting a no-obligation, follow-up appointment if you have more detailed questions than we will address at the larger workshop.