As a Principal at Jungen & Co. – Financial Advisors, your instructor takes a holistic approach to examining issues crucial to maintaining financial independence and personal control in retirement. Topics include: how to prioritize objectives & organize your financials; asset allocation strategies to not outlive your assets; income tax issues & everchanging tax law; market & economic dynamics & investing for growth & income in a higher interest rate & slower growth environment; IRA planning & distribution opportunities; how to preserve your legacy; planning ahead for risk of declining health and maintain personal & financial independence.
Tuesdays: Nov. 07, 14 1:30 -3:30 p.m. Room 010
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Name: WCTC Waukesha Campus
Address: 327 E Broadway, Waukesha, Wisconsin, 53186, United States
Phone: (262) 695-6500
November 7, 2023 - November 14, 2023
1:30 pm - 3:30 pm