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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
    22
    Oct
    2019

    Medicare Made Easy

    6:00 pmMuskego Public Library, S73W16663 W Janesville Rd, Muskego, WI 53150

     

    During this informative workshop, we cover all aspects of Medicare in depth. We are very excited to share with you essential knowledge that you can use to make more informed and personalized Medicare decisions.  You will receive helpful handouts and resources at the event.

    You do not want to miss this!

    No Cost. Open to All. 

    CALL TO REGISTER: 262-764-4816

     

  • Thu
    24
    Oct
    2019

    Proactive Winter Wellness

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

    OPEN TO ALL.NO COST TO ATTEND. LUNCH PROVIDED.

    Call to Register: 262.764.4816

    Barb Linneman, the owner of The Sassy Barberm, and Young Living Distributor (essential oils), is back again!

    If you missed Young Living vs Assisted Living here is your chance to get in the game of better health.

    Are you sick and tired of being sick and tired??? Being proactive instead of reactive with your health is key to changing that problem.

    Learn about :

    • Keeping our immune system in top notch condition
    •  Naturally fight off all those germs
    •  How your home can be making you sick

    She will showcase several options to fit your needs and we can even design a personal wellness plan just for you!

    Zyto scans will be available following the presentation like last time for $10

    Don't get left out in the cold- join us!! 

  • Thu
    24
    Oct
    2019

    What To Do About The Predicted Failure of Social Security and Increase In Taxes To Avoid Outliving Your Assets

    6:00 pmFestival Foods Conference Room in Somers. 6000 31st St, Kenosha WI 53144

     

    We are introducing a new dinner workshop that you don't want to miss!

    Call to register → 262.764.4816

    This workshop will cover the following topics:

    • 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 Included.

  • Wed
    30
    Oct
    2019

    Retirement Planning Fundamentals-How Not To Outlive Your Income and Retire With Added Confidence In Turbulent Times

    6:00 pmBirchwood Grill, 7515 125th Ave #7318, Kenosha, WI 53142

     

    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
  • Tue
    05
    Nov
    2019

    Retirement Planning Fundamentals-How Not To Outlive Your Income and Retire With Added Confidence In Turbulent Times

    6:00 pmHampton Inn, 6901 S 76th St, Franklin, WI 53132

     

    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
    07
    Nov
    2019

    What To Do About The Predicted Failure of Social Security and Increase In Taxes To Avoid Outliving Your Assets

    6:00 pmFestival Foods Conference Room in Somers. 6000 31st St, Kenosha WI 53144

     

    We are introducing a new dinner workshop that you don't want to miss!

    Call to register → 262.764.4816

    This workshop will cover the following topics:

    • 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 Included.

  • Wed
    13
    Nov
    2019

    Medicare Made Easy

    6:00 pmFranklin Public Library, 9151 W Loomis Rd, Franklin, WI 53132

     

    During this informative workshop we cover all aspects of Medicare in depth. We are very excited to share with you essential knowledge that you can use to make more informed and personalized Medicare decisions.  You will receive helpful handouts and resources at the event.

    You do not want to miss this!

    No Cost. Open to All. 

    CALL TO REGISTER: 262-764-4816

     

  • Tue
    19
    Nov
    2019

    Estate Planning and Legacy Workshop

    6:00 pmIntegrity Celebrations Center, 2789 S Browns Lake Dr, Burlington, WI 53105

    Open To All. No Cost. Dinner 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
  • Thu
    21
    Nov
    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.

     

    Call to Register: 262.764.4816

    Open to all. No cost. Lunch Provided.

  • Tue
    26
    Nov
    2019

    Medicare Made Easy

    6:00 pmMuskego Public Library, S73W16663 W Janesville Rd, Muskego, WI 53150

     

    During this informative workshop, we cover all aspects of Medicare in depth. We are very excited to share with you essential knowledge that you can use to make more informed and personalized Medicare decisions.  You will receive helpful handouts and resources at the event.

    You do not want to miss this!

    No Cost. Open to All. 

    CALL TO REGISTER: 262-764-4816

     

  • Wed
    04
    Dec
    2019

    Medicare Made Easy

    6:00 pmWaterford Public Library

     

    During this informative workshop we cover all aspects of Medicare in depth. We are very excited to share with you essential knowledge that you can use to make more informed and personalized Medicare decisions.  You will receive helpful handouts and resources at the event.

    You do not want to miss this!

    No Cost. Open to All. 

    CALL TO REGISTER: 262-764-4816

     

  • Thu
    05
    Dec
    2019

    HOW TO PROTECT YOUR COMPUTER FROM VIRUSES, HACKERS AND SPIES

    12:00 pmFestival Foods Conference Room, 3201 80th Street, 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 through how to prevent and protect yourself from becoming a victim of identity theft. 

    • Five security tips for safer internet surfing
    • The number one thing you can do to keep your computer running safer and more secure
    • Four questions to ask before you let someone touch your computer
    • Q&A session
  • Tue
    10
    Dec
    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

     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
  • Wed
    11
    Dec
    2019

    Social Security, Medicare and Retirement Income - What You Need To Know Before You Decide

    6:00 pmFranklin Public Library, 9151 W Loomis Rd, Franklin, WI 53132

     

    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
    12
    Dec
    2019

    Treating Chronic Pain

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

    Open to all. No cost to attend. Lunch provided.

    Over 100 million people suffer from chronic pain in the US alone. Come and learn some helpful tips from Dr. Brian Whittington of Athletico. Brian believes that patient education is a critical aspect of healthcare and wants to share with you some of his techniques!

    This event will fill fast!

    Call to Register: 262.764.4816

     

     

     

     

  • Tue
    17
    Dec
    2019

    How To NOT Outlive Your Income and Retire With Added Confidence In Turbulent Times

    6:00 pmHampton Inn, 6901 S 76th St, Franklin, WI 53132
    Presented by Maria G. Fliess, LUTCF, of Retirement Advocates

    Dinner Seminar

    Maria has been assisting people with retirement income strategies for over a decade.
    The one thing that has not changed in all this time is the number one concern most people
    have when they are about to retire, the possibility of outliving their income!
    Come to this informative session and discover:

    ● 4 fundamentals to set up your income properly in retirement
    ● A simple personal risk assessment you take at the seminar so that you have a better idea of what type of retirement income plan may make the most sense for you
    ● The different ways you can set up your income based on your risk tolerance level
    ● The effect taxes and inflation have on your social security
    ● Why conventional retirement planning strategies may not be the best choice in today’s turbulent, uncertain world.

    Register Today! Call 262.764.4816

    No Cost to Attend- Italian Dinner To Follow By Pizzeria Scotty- Wine and Cheese, Coffee or Water Upon Arrival - Open to All

     

  • Wed
    18
    Dec
    2019

    Social Security, Medicare and Retirement Income - What You Need To Know Before You Decide

    6:00 pmFranklin Public Library, 9151 W Loomis Rd, Franklin, WI 53132

     

    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

     

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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