Mike Finley brings his expertise and unique style back to the WPL for this FREE, 8-week retirement seminar!
No Registration Required!
Mondays | September 13 - November 1 | 5:30 pm - 7:00 pm Meeting Room AB
September 13: Are You Ready to Retire?
How to identify the necessary steps and numbers that can lead to a happy and successful retirement.
September 20: Building Your Retirement Portfolio
How to create and manage the best low-cost, tax-efficient portfolio leading into and through retirement.
September 27: The 4% Rule
How to withdraw from a portfolio in a cost and tax-efficient way using the 4% rule as a guide.
October 4: Living on a Fixed Income
How to make the most of your fixed income and insurance policies during your retirement years.
October 11: Social Security 101
How to make the most of Social Security and the many benefits that fall under that program.
October 18: The Ins & Outs of Medicare
How to make the most of Medicare benefits, starting at 65 and beyond.
October 25: Paying for Your House and Taxes During Retirement
How to handle real estate and reduce your taxes during your retirement years.
November 1: The Psychology of Retirement
Pulling it all together to include the psychological piece of retirement. Financial freedom to follow!