Back to All Events

FREE! DATE NIGHT: RETIREMENT PLANNING (MONEY SMART WEEK)

This presentation will focus on the 3 types of retirement diversification : Asset diversification, Time Diversification and Tax Diversification. Don’t wait too long to plan on how to properly diversify your retirement assets.  Most people concern themselves with how their retirement accounts are diversified across asset classes but in retirement, you will wish you paid more attention to time and tax diversification as well.  These are two areas that can make your retirement dollars work for harder for YOU.  It’s time to consider how to “Retire Wisely” instead of just how to "retire".

  • Location: Great Marriage, 612 Center Avenue, Sheboygan
  • Speaker: Eric Grasse
  • Cost: Free! Includes heavy appetizers
Later Event: May 11
11TH ANNUAL FUNDRAISER