05 December
6:30 pm - 8:00 pm
Waupaca Regional Center
- Paul Hoffman
Investing for Retirement – Waupaca
1979 Godfrey Drive, Waupaca, WI 54981
| seminar |
Investing for retirement
Are Your Investing for Retirement Strategies (or lack thereof) Keeping You Awake at Night?
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 in Waupaca OR Thursday, December 7 in Appleton from 6:30-8:00 PM for this incredible FREE seminar from the Financial Team at Next Third Retirement Coaching.
Our Investing for Retirement Seminar 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 can allow you to live the retirement lifestyle you desire.
we'll answer these questions:
- How do I turn my assets into income to support my retirement dreams?
- How do I manage my nest eggs, so they hatch during my retirement?
- What can I control to maintain or enhance my standard of living throughout my retirement?
- What are some of the risks to my retirement and how do I successfully navigate them?
- How can health issues threaten my retirement plans?
Register for the FREE Seminar Now:
Investing for retirement seminar
Please register above and then click "view detail" below to add to your calendar
07 December
6:30 pm - 8:00 pm
Bordini Center - Fox Valley Tech
- Paul Hoffman
Investing for Retirement – Appleton
5 N Systems Dr, Appleton, WI 54914
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WAUPACA | Tuesday, December 5
Join the Next Third Retirement Coaching Team for this FREE Seminar at the Waupaca Regional Center, part of the Fox Valley Technical College Campus System.
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.
Please be aware this educational course was developed for people planning for retirement with at least $250,000 in investable assets.
APPLETON | Thursday, December 7
Join the Next Third Retirement Coaching Team for this FREE Seminar at the D.J. Bordini Center on the Fox Valley Technical College Campus.
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.
Please note: The D.J. Bordini Center is located across Bluemound Dr. from the main Fox Valley Technical College campus building.
Please be aware this educational course was developed for people planning for retirement with at least $250,000 in investable assets.
Mutual funds, ETFs, variable annuities, and variable universal life insurance are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the mutual fund, ETF, variable annuity contract, or variable universal life insurance policy and the underlying investment options, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding to invest.
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Securities offered through LPL Financial, member FINRA/SIPC.
Paul Hoffman, CFP®, LPL Financial Advisor, Next Third Retirement Coaching 2009 S. Memorial Drive. Appleton, WI 54915 | paul.hoffman@nextthird.com | 920.733.4453 | www.nextthird.com
Next Third Retirement Coaching and LPL Financial are separate entities. LPL does not provide tax advice or services. Please consult your tax advisor regarding your specific situation.
This seminar is not intended to be a substitute for specific individualized tax advice. Neither LPL Financial, nor its registered representatives, offer tax or legal advice. We recommend you discuss your specific situation with a qualified tax or legal advisor.
