• Serving Sussex, Lannon and Lisbon in Waukesha County

Join us as we reach for the Peak in 2020

 

SAVE THE DATE:

 

*Virtual* PEAK Event – Retirement Planning

April 8th – 8:00 AM via TEAMS Meeting

*This event will be free to attendees but donations will be accepted*

Speaker: Nate Fair, Associate Vice President Investments – Raymond James

This PEAK event will be geared towards business/financial planning with a focus on the business owner and corporate/401k review options and responsibilities.

Topics touched on:

  1. What is Planning & what it comprises (5 Step Process)
  2. Personal Planning, Business Planning and the entanglement of both for business owners
  3. IPS – what it is and why it is vital for you personal and business assets
  4. Importance of the review process

CLICK HERE to Register