June 19, Wednesday, 11:30 am–1 pm, Nakoma Golf Club, Madison
September 18, Wednesday, 11:30 am-1 pm, Nakoma Golf Club, Madison
December 11, Wednesday, 11:30 am-1 pm, Nakoma Golf Club, Madison
Join us for a look into the lives of real business owners followed by a collaborative discussion over lunch. realBUSINESS is an interactive workshop that tackles the issues that business owners face—only real stories about real concerns told my real business owners.
realBUSINESS workshops address these questions:
What is the plan for my business when I retire?
Can my business continue in the event of my or my partner’s untimely death or disability?
Have I done everything I can to attract and retain my key employees?
Have I given sufficient thought to who is the right successor to my business?
Do I understand the importance of knowing what my business is worth?
August 6th - Location and time TBD
Consider attending if you are saving for retirement and have asked yourself any of the following questions:
“Am I saving enough money?”
“How should I be allocating my savings dollars today to provide for numerous retirement income options later?
“Am I on pace to maintain or potentially enhance my lifestyle in retirement?”
Expect to learn about:
How retirement income streams work as the basis for effective/efficient planning today
Reasons that your 401(k) alone may not be sufficient to help you reach your retirement goals
Concepts to help you accomplish your retirement objectives
The actions you take today — or more importantly, don’t take — could have a significant impact on your future retirement income down the road. The sooner you take control, the more options you have to develop a strategy to help provide the retirement you want!