The Union Hotel & Restaurant
200 N Broadway
De Pere, WI 54115
– Union Hotel on January 17 at 5:30 p.m.
– Union Hotel on January 18 at 5:30 p.m.
Seating is limited. A complimentary meal will be served. There is no charge to attend!
Your choice of a Tenderloin, Baked Atlantic Salmon or Chicken Cordon Bleu entrée.
Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at The Union Hotel & Restaurant. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.
Here’s what we’ll cover:
Do you have a retirement tax strategy in place?
Don’t miss this information-packed event!
If you have an IRA, Roth, 401(k), 403(b) or any other retirement accounts, you don’t want to miss the opportunity to learn about:
These presentations are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!
Chad has worked hard to become a values-based financial professional, specializing in retirement income planning. He helps individuals and families create Financial Road Maps™ and, more importantly, helps them achieve their goals and fulfill the values they hold most dear.
A native of Wisconsin, Chad began his career as a computer consultant. During that time, he worked with many local companies in the design and implementation phases of technology projects. In 2007, Chad changed paths and became a partner with Wisconsin Retirement and Insurance Advisors and later founded Midwest Retirement Solutions.
Today, Chad represents multiple national companies as an independent insurance agent and works in conjunction with area attorneys with a focus on estate and business planning. He holds an insurance license in Wisconsin.
In his spare time, Chad enjoys boating, golfing and outdoor sports. He and his wife, Samantha, live in De Pere with their two dogs, Copper and Piper.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, you give consent to be contacted about the possible sale of an insurance, annuity, or securities product. Licensed Insurance Professional. Attend and learn how financial products, including annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. We are not affiliated with any government agency.