Simplify Your Retirement - A Baby Boomer Course @ Marshfield UW-SP

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. 

Who Should Attend? 

• People between the ages of 50 & 70. 
• Those concerned with their finances and who are wanting to prepare for market volatility. 
• Investors looking for guidance based on recent Social Security changes. 

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 of Insurand Wealth Planning is a UW-La Crosse graduate who now resides in Wisconsin Rapids, WI. His passion is working with clients to tailor fit strategies to their individual needs. He is securities, life, accident and health licensed. Furthermore, he has a plethora of experience placing annuities for his clients when it is the best fit for their retirement plans. When Michael is not helping clients achieve their goals, he enjoys spending time with his family. When he is not doing either of those things, you can find him volunteering with his Rotary club, giving his time as a member of the Chamber of Commerce, golfing or competing in either a marathon, a triathlon or a Master’s swim meet.

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.