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June 2018

Retirement Roadmap

June 7 @ 6:00 pm - 7:30 pm
Butte des Morts Country Club, 3600 W Prospect Ave
Appleton, WI 54914 United States
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We’ll Cover: • Your retirement savings are at risk – Failure to manage taxes and higher costs can leave you with less • If you rollover or distribute your 401k or IRA incorrectly, it can cost you • Withdrawing too much too soon can be deadly to a portfolio LEARN HOW TO: • Understand your sustainable withdrawal rate • Recognize important IRA milestones

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July 2018

Planting the Right Seeds: a Garden Tour

July 17 @ 6:00 pm - 9:00 pm
Boerner Botanical Garden, 9400 Boerner Dr
Hales Corners, WI 53130 United States
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Come to the Boerner Botanical Gardens for this special evening. A master gardener will lead us around the gardens, then we will discuss the estate planning basics of what we need to ensure our own financial garden is well tended to grow.

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