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YOU’RE INVITED

An Evening of Clarity

Date

Tuesday, July 28 

Arrival

5:15 – 5:45 PM

Location

Maggiano’s Little Italy 

2500 N Mayfair Rd.

Wauwatosa, Wisconsin 53226

Click to Register

Due to limited seating, reservations are confirmed by our team after your request is received.

What will be discussed

  • Active vs. Passive Money Management: Understand the key differences and how each approach may impact your investment strategy.
  • The True Cost of Investment Fees: Discover why the fees you pay your advisor may be more than you realize—and how they can affect your long-term results.
  • Hidden Factors That May Be Reducing Your Returns: Learn how investment overlap, turnover, and inefficiencies can quietly impact your portfolio performance.
  • Beyond Rising Taxes: The Other Factors Impacting Your Wealth: Explore how increasing costs, including potential Medicare surcharges (IRMAA), can affect your retirement income.
  • Are You Maximizing Roth Conversion Opportunities? Learn why many retirees may be missing valuable opportunities and how strategic planning could make a significant difference.
  • A Practical Approach to Managing Long-Term Care Risk: Explore strategies designed to help protect your retirement plan from the potential impact of long-term care expenses.

As an attendee, you will have the opportunity to receive two personalized reports:

  • A detailed analysis of your current investments, including potential costs, inefficiencies, and areas that may be impacting your returns.
  • A personalized tax analysis highlighting potential opportunities that could help reduce future tax burdens and preserve more of your wealth.

About The Event

Join us for an intimate evening of thoughtful conversation over dinner in a relaxed setting. We look forward to sharing an enjoyable evening with members of our community.

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