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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

  • Tue
    27
    Aug
    2019

    Estate Planning and Legacy Workshop

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

    Open To All. No Cost. Dinner Provided

    Register Here → https://legacy.safechkout.net

    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
  • Thu
    29
    Aug
    2019

    What is Non-Medical In-Home Care and How To Know When It Is Needed

    12:00 pmFestival Foods Conference Room 3207 80th Street, Kenosha, WI 53144



    Steven Kryzyk, from Caring with Honor will our guest speaker at this event

    Caring with Honor is a non-medical in-home care agency that aims to provide caregivers and services that extend beyond the normal industry standards. Their team of investors and staff is comprised of former Law Enforcement, Military, and Health Professionals.

    He will be covering:

    • What to look for in an in-home care provider
    • Why offering encouragement and companionship to your loved one is critical
    • Regaining and maintaining independence
    • Why environment is everything when it comes to in-home care
    • Value and convenience of your in-home care provider

    Open To All. No Cost to Attend. Lunch Included

    Register Here: https://care.safechkout.net

  • Thu
    29
    Aug
    2019

    Focus On Efficiency

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

    This is a NEW workshop that we are announcing!

    Register Here → https://focus.safechkout.net

    Focus On Efficiency dinner workshop will cover the following:

    • 5 key questions you should be asking your financial advisor
    • 4 reasons why asset efficiency is now more important that ever
    • The Morningstar analysis
    • Asset stress tests
    • Why taxes are different in retirement and how to avoid key pitfalls
    • Several case studies to show how a few simple adjustments can mean the difference between success and failure

     

    Open To All. No Cost. Dinner Will Be Served After Presentation.

     

  • Thu
    12
    Sep
    2019

    Medicare Made Easy

    6:00 pmRacine Public Library, 75 7th St, Racine, WI 53403

     

    This is an introduction to a new workshop and service package that we are offering! We are very excited to share with you essential knowledge that you can use to make more informed and personalized Medicare decisions.

    You do not want to miss this!

    No Cost. Open to All. 

    Register Here: https://MedicareME.safechkout.net

     

  • Sat
    14
    Sep
    2019

    How To Sell, Buy & Not Be Homeless!

    10:00 amFestival Foods Conference Room in Somers. 6001 31st St, Kenosha WI 53144

    This event is presented by Kim Casper of Shorewest Realty

    Kim has over 20 years of realty experience and will be covering the most popular questions and concerns he receives about Real Estate! 

    No Cost to Attend- Brunch Provided- Open to All

    *This workshop fills VERY quickly*

    Register Today! https://kimcasper.safechkout.net

     

  • Thu
    19
    Sep
    2019

    How NOT To Feel Overwhelmed At The Thought Of Downsizing

    12:00 pmFestival Foods Conference Room 3207 80th Street, Kenosha, WI 53144

     

    Kimberley Bilotich is the founder and president of Dignity Transitions, a senior move management service.  Dignity Transitions assists seniors with all aspects of downsizing their lifetime of possessions and transitioning to a more ideal living situation.  She will be discussing The Decision, The Timeline, The Process, The Emotions, and The Help of moving.

     

    Register Here: https://care.safechkout.net

    Open to all. No cost. Lunch Provided.

  • Tue
    24
    Sep
    2019

    Estate Planning and Legacy Workshop

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

    Open To All. No Cost. Dinner Provided

    Register Here → https://legacy.safechkout.net

    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
  • Thu
    26
    Sep
    2019

    Focus On Efficiency

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

    This is a NEW workshop that we are announcing!

    Register Here → https://focus.safechkout.net

    Focus On Efficiency dinner workshop will cover the following:

    • 5 key questions you should be asking your financial advisor
    • 4 reasons why asset efficiency is now more important that ever
    • The Morningstar analysis
    • Asset stress tests
    • Why taxes are different in retirement and how to avoid key pitfalls
    • Several case studies to show how a few simple adjustments can mean the difference between success and failure

     

    Open To All. No Cost. Dinner Will Be Served After Presentation.

     

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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