Pre-Retirement Planning Strategies
for Baby Boomers

Worried if you can still retire soon?

Learn the critical pre-retirement planning strategies that baby boomers need to know.

This workshop is specifically designed for individuals who:
  • Will be retiring within 5 years and are under the age of 65
  • Have over $500,000 of total investable assets, which may include IRAs, Roth IRAs, Pensions, 401(k)s, 403(b)s, (TSAs), 457(b) Deferred Compensation, and other investment accounts.

During the workshop you will learn:

  • When the Social Security Trust Fund is projected to run out, and what this means for you.
  • 10 Variables that you should consider to help steer your decision on when to take Social Security.
  • Tax strategies designed to protect your assets and future income from the surging U.S. National Debt.
  • How Roth IRAs and non-qualified investment accounts can provide retirement income prior to age 65, which may save you over $32,268* in health care-related costs.
  • Three Tax savings strategies designed specifically for pre-retirees within 5 years of retirement.
  • Why popular investment strategies are currently carrying higher risk, which could compromise one’s retirement.

Register for the Seminar

Monday March 7 at 5:30 PM

at The Florian Gardens in Eau Claire, WI

Featured Speaker:
Ty A. Bernicke, CFP®, President,
Executive Wealth Manager

Ty Bernicke is the President of Bernicke Wealth Management and serves as a Senior Wealth Manager. Ty currently works with a limited number of clients that require wealth and/or investment management services.

His research on investment management, retirement planning, and tax minimization strategies have been published or recognized by The Wall Street Journal, Forbes, The New York Times, Futures Magazine, and many other well-known national and international publications.

Ty Bernicke and Bernicke Wealth Management give back to the community and environment through numerous charitable endeavors. Ty spends his free time with his wife, two daughters, and one son. He also likes to fish, golf, and exercise.

Featured Speaker:
Ty A. Bernicke, CFP®, President,
Executive Wealth Manager

Ty Bernicke is the President of Bernicke Wealth Management and serves as a Senior Wealth Manager. Ty currently works with a limited number of clients that require wealth and/or investment management services.

His research on investment management, retirement planning, and tax minimization strategies have been published or recognized by The Wall Street Journal, Forbes, The New York Times, Futures Magazine, and many other well-known national and international publications.

Ty Bernicke and Bernicke Wealth Management give back to the community and environment through numerous charitable endeavors. Ty spends his free time with his wife, two daughters, and one son. He also likes to fish, golf, and exercise.

© 2024 Bernicke Wealth Management, Ltd.
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
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.