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Destination Retirement: Are We There Yet? | 1/15/2020 Great Dane Pub

January 15 @ 6:00 pm - 7:30 pm

Do you know your route – and your obstacles – to retirement?

In this interactive workshop you’ll learn:

  • To recognize important financial milestones and how they work with your financial plan
  • How smart tax planning can keep your tax bill smaller
  • Simple guides to budgeting and balance sheets
  • Steps to maximize your financial plan through smart investing
  • A better awareness of steps to take under the newest retirement laws

You’ll receive:

  • An interactive workbook to help you plan your retirement destination
  • Access to important retirement resources
  • A complimentary personal portfolio review and framework for a financial plan


January 15
6:00 pm - 7:30 pm
Event Category:
Click Here to Register »


Great Dane Pub & Brewing Co. – Hilldale
357 Price Place
Madison, WI 53705 United States
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Annex Wealth Management
12700 W. Bluemound Rd.
Suite 200
Elm Grove, WI 53122

Call: (262) 786-6363
Fax: (262) 792-8930

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