Retirement Income Planning

78 million babyboomers will soon retire, and are looking for reliable information to help them live well in retirement. FPA-SW's March 4th program will provide up-to-date information that will assist financial planners to provide their clients with the best information and guidance.

Tim Kiesling, CLU®, ChFC®, RICP®, CRPC®, a nationally recognized speaker and consultant on annuities and retirement income strategies, will start the day.  Our second presenter, Karyl Richson, a Technical Expert and Public Affairs Specialist with the Social Security Administration, is a highly regarded speaker and provides information about Social Security and how it works.

We'll gather at 7:30 am for a breakfast buffet and networking. The program will begin promptly at 8:00 am, and end at approximately 12:20 pm. We have applied for CFP and Wisconsin Insurance CE.

Register now to attend this high quality program.

Note: Three Meeting Season Passes are still available to members -- you can still save! Contact Karen at [email protected]  or 414.358.9260.

Questions may be  directed to [email protected] or 414.358.9260