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CANCELLED Retiree’s Guide to Investing With Purpose

CANCELLED Retiree’s Guide to Investing With Purpose #426

Category: Finance

Type: In-person

Start date: November 7, 2023 - November 14, 2023

End date: November 7, 2023 - November 14, 2023

Location: WCTC Waukesha Campus


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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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Address: 327 E Broadway, Waukesha, Wisconsin, 53186, United States

Phone: (262) 695-6500



$10.00 (USD)

November 7, 2023 - November 14, 2023

1:30 pm - 3:30 pm

28 of 30 spaces remaining
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