Ready to plan for the future? Learn how to prepare for retirement so you can focus on enjoying what comes next!
Featured Presentations:
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Protecting Your Legacy Through Estate Planning
Doug Knoff, Attorney at Knoff Law
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- - Secure assets with wills and trusts.
- - Establish power of attorney and healthcare directives.
- - Evaluate real estate: keep or downsize.
- - Plan tax-efficient wealth transfer.
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Healthcare Planning: Medicare, Costs & Coverage
Ken Marsh, Individual Health Solutions
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- - Medicare and supplemental insurance options.
- - Planning for healthcare expenses in retirement.
- - Protecting against unexpected medical expenses.
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Financial Decisions for a Secure Retirement
John Henningfield, AIF, Investment Executive at Equitable Investment Center*
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- - Maximize your 401(k) and employer-sponsored plans.
- - Leverage catch-up contributions in your 50s and 60s.
- - Balance risk and growth with late-stage investment strategies.
- - Structure savings for long-term retirement income.
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*Securities and Insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither Cetera Investment Services, nor Cetera Investment Advisers are affiliated with The Equitable Bank. Investments are; *Not FDIC/NCUSIF Insured *May Lose Value *Not Financial Institution Guaranteed *Not a Deposit *Not Insured by any Federal Government Agency | “Doug Knoff and Ken Marsh are not affiliated or registered with Cetera Investment Services. Any information provided by Doug Knoff and Ken Marsh is in no way related to Cetera Investment Services or its registered representatives. | 414.777.4126 | 2290 North Mayfair Road, Wauwatosa, WI 53226