Retirement Workshops

Pre-Retirement Planning for Baby Boomers / In-Person workshop

If you’re within 5 years of retirement and have over $500,000 of investable assets this workshop is designed for you. During this free workshop we will discuss a variety of strategies surrounding Social Security, Taxes and health insurance prior to Medicare.
Wisconsin Workshops
Monday September 13th at 5:30 PM or
Tuesday September 14th at 5:30 PM

at The Florian Gardens in Eau Claire, WI
What we will cover:
*Assuming a married couple ages 62 in zip code 54701, with a Modified Adjusted Gross Income (MAGI) of $68,960 according to Healthcare.gov as of 1/2/2020. Plan used: Security Health Plan – Select $4,800 – 30% Plan ID: 38166WI0180021. Savings projected if the same married couple’s MAGI was reduced to $20,000.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Bernicke Wealth Management are separate entities from LPL Financial.

© 2021 Bernicke Wealth Management, Ltd.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor, Great Valley Advisor Group, and Bernicke Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.