Date and Time
Saturday Nov 16, 2019
9:30 AM - 12:00 PM CST
2 Day Course
Saturday, Nov, 16
Saturday, Nov, 23
9:30 a.m. - Noon
Location
University of Wisconsin - Stevens Point
1015 Reserve St., Stevens Point, WI 54481
Dreyfus University Center, Room 223
Fees/Admission
Tuition $59. Save $10 if you register on, or before, November 6, 2019. Couples may attend for a single tuition cost.
Contact Information
Michael Kirschling - (715) 303-7805
Send Email
Description
Simplify Your Retirement, LLC
Simplify Your Retirement, LLC is an independent financial education company. The goal of the Simplify Your Retirement workshop is to take the complexity out of retirement income planning and provide retirees confidence when it comes to retirement income. Our mission is to empower baby boomers to prepare for a stable and predictable retirement income.
About Your Presenters
Paul Goenner of Insurand Wealth Planning thinks of himself as a financial architect. Building a financial plan works the same way as building houses. For 22+ years, Paul has been that financial architect that listens to your goals and objectives, and then crafts and develops a plan using modern financial concepts within regulatory guidelines that navigate you to retirement. When he’s not in the office, Paul enjoys spending time with his six grandchildren, watching them grow and learn.
Michael Kirschling (Insurand) is a UW-La Crosse graduate whose passion is working with clients to tailor fit strategies to their individual needs. He took the training and experience he received from his beginnings at Northwestern Mutual in 2012 and moved into the independent space immediately after. He has his life, accident, and health licenses as well as a plethora of experience placing annuities for his clients when it is the best fit for them.
The Rules Have Changed
For baby boomers, there’s been a shift in retirement income planning as compared to previous generations. Simplify Your Retirement provides comprehensive personal finance information for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as income planning, Social Security maximization and the risks to avoid. You’ll learn how to incorporate health care, inflation and tax considerations into your overall plan. Upon completion, you’ll be prepared to take the necessary steps to create your own retirement income plan.
