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A Retiree’s Guide to Investing With Purpose

A Retiree’s Guide to Investing With Purpose #225

Category: Finance

Type: In-person

Start date: November 2, 2022

End date: November 9, 2022

Location: WCTC Waukesha Campus

Coordinator:

No coordinator assigned

Instructor(s):


Description

Investments are dynamic. Your instructor is a Principal at Jungen & Co., Financial Advisors and brings years of experience working with older adults on strategies— even when they believed there was nothing more to explore. He will cover how to develop and maintain a strategy custom fit for your unique circumstances, and identify your key financial and personal resources tied to your goals; asset allocation and investing for growth; income taxes; IRA distributions; how the market affects your decisions; and coordinate with your estate plan. Also, how to work with an advisor: what to look for and ask, how often to meet and when to adjust your strategy; and what it means to work with a fiduciary.

 


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Location

Name:

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

Phone: (262) 695-6500

Website:


Details

$20.00 (USD)

November 2, 2022

9:30 am - 11:25 am

November 9, 2022

9:30 am - 11:25 am

14 of 15 spaces remaining
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