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Educational Workshops


We are committed to helping you make informed decisions about your financial future. We invite all clients, referred guests and visitors to attend our events.

Upcoming Events & Live Workshops

  • Thu
    30
    Jan
    2020

    Tai Chi For Better Health and Fall Prevention

    5:30 pmFestival Foods Conference Room 3207 80th Street, Kenosha, WI 53144

     

    Ron Pfeiffer, owner of Midwest Tai Chi and Self Defense will be our guest speaker for this event. He will be speaking about the benefits of Tai Chi and how they can improve your daily living! 

    You do not want to miss this, call today to sign up! 

    262.764.4816

    This class is sure to fill up fast.

    No Cost. Lunch Provided. Open To All. 

     

  • Wed
    12
    Feb
    2020

    Social Security, Medicare and Retirement Income

    6:00 pm Southwest Library, Room B. 7979 38th Ave, Kenosha, WI 53142

     

    These are all important decisions that may affect your income throughout your retirement.  During this event we cover important information that you need to know prior to deciding how and when to claim your social security.  There are many things to consider prior to making this decision.  We go over Medicare and help guide you through this process.  We also share with you essential knowledge that you can use to make more informed and personalized decisions regarding setting up your retirement income so that it lessens the danger of outliving your assets.

    You do not want to miss this!

    No Cost. Open to All. 

    CALL TO REGISTER: 262-764-4816

     

  • Thu
    13
    Feb
    2020

    Estate Planning and Legacy Workshop

    12:00 pmFestival Foods Conference Room in Somers. 6000 31st St, Kenosha WI 53144

    Open To All. No Cost. Lunch Provided

     Call to Register→ 262.764.4816

    Attorney Carl R. Edenhofer, Jr. of Edenhofer Law and Maria G. Fliess of Retirement Advocates, Inc. will be presenting this great event!

    Attorney Edenhofer will be discussing:

    • 5 great myths of estate planning
    • What to be concerned about if using online legal sources
    • How to determine if a trust is right for you
    • Asset protection strategies
    • Estate recovery

    Maria will be covering:

    • How to best organize all of your important documents, assets, heirlooms
    • An overview of Everplans and Retirement Advocates new comprehensive organizational portfolio binder that is part of the Legacy Legend service package
  • Tue
    18
    Feb
    2020

    Retirement Planning Fundamentals

    6:00 pmFestival Foods Conference Room 3207 80th Street, Kenosha, WI 53144

     

    Open To All. No Cost. Dinner Included

    This event will fill quickly! Call to Register→ 262.764.4816

    Maria Fliess, of Retirement Advocates Inc.  will be walking you through this workshop that is designed to assist you with maximizing your income in retirement.

    Come and Learn About:

    • A better way to consider withdrawing from your assets for increased tax efficiency
    • Setting up your income so that it lasts a lifetime and helps provides you with peace of mind even in more turbulent times
    • 2 vital things to check to see if you are getting the most income possible
    • Keep more, pay less fees, & more
  • Thu
    27
    Feb
    2020

    Annuities On Trial

    6:00 pmHampton Inn 7300 125th Ave, Kenosha, 53142

    This event is presented by Joseph M. LoCoco, JD of Retirement Advocates, Inc.

    Joe is going to be putting annuities on trial during this crash course. He will be discussing different types of annuities and how they work, why many of the annuities charge to much in fees ans what those fees are for, the one type of annuity you never want to own and so much more! 

    Register Today: 262-764-4816

    No Cost to Attend- Dinner Included- Open to All

    Event is from 6:00 - 7:30 p.m.

  • Sat
    27
    Feb
    2021

    Computers 101

    12:00 pmFestival Foods Conference Room in Somers. 6000 31st St, Kenosha WI 53144

    OPEN TO ALL.NO COST.LUNCH INCLUDED

    Call to Register: 262.764.4816

    Tom Tassi, Owner of Absolute Computer Systems, is going to walk you what you need to know in order to use a computer!

     

About Our Live Workshops

We are committed to helping you make informed decisions about your financial future. We invite all clients, referrals and visitors to attend our events.

At Retirement Advocates, Inc., we hold informational workshops for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. Often, our workshops include guest speakers and special activities, as well as take-home materials. We strive to keep you up to date on issues that matter to you, your family and your financial well-being. Whenever you attend a workshop, feel free to schedule a one-on-one, no-obligation meeting.

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