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Great Dane Pub & Brewing Co. – Hilldale

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357 Price Place
Madison, WI 53705 United States

January 2020

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

January 15, 2020 @ 6:00 pm - 7:30 pm
Great Dane Pub & Brewing Co. – Hilldale, 357 Price Place
Madison, WI 53705 United States
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Do you know your route – and your obstacles – to retirement? In this interactive workshop you’ll learn: How a comprehensive financial plan works like your GPS Understanding your balance sheet and resources How smart tax planning can help avoid paying excessive tolls Steps to maximize your mileage through smart investing 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

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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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