Join us for a
Retirement Planning workshop
during Money Smart Week!
Investing Beyond the Numbers
The purpose behind investing is typically not the money. It's what you can do with the money. Have you defined what you're investing for? In this open discussion, we' ll look at typical expectations and concerns you may have regarding retirement ... and how they compare to those of your spouse. This could get interesting!
Speaker: Jason Muench (United One Credit Union)
Emotions, Expectations, and Economics
We will take you through the emotions associated with investing and cover the various expectations and perceptions of investors that can often lead to misguided decision making. The presentation concludes by briefly covering the decades of the 30's to the present to show their various economic outcomes and how that impacted investment results.
Speaker: Steve Klescewski (Oostburg State Bank)
Cost: Free (includes dinner for those who pre-register)
Location: Great Marriages Office, 612 Center Ave, Sheboygan