There are two overarching phases to investing: Ages 18-59, are in the accumulation phase of investing and then ages 60+ are in the distribution phase of investing. Learn how and where to save (18-59) and then how and where to draw your income from (60+). The most important factor for all ages to be considering is the Tax Diversification of your investments and the Time Diversification of your investments. These two topics are what are 100% game changers for both savers and retirees.
Location: Great Marriages Office, 612 Center Ave, Sheboygan
Speaker: Eric Grasse, Thrivent
Cost: $20/person (includes dinner and materials)