8/27/17
WHAT DO YOU KNOW: Social Security
What is the average Social Security retirement benefit
payment per month?
EVENTS
7 Secrets Financial Professionals Don’t Want You to Know
September 19 @ 6:00 pm – 7:30 pm
Annex Wealth Management Mequon Branch Office
1339 W Mequon Road
Mequon, WI 53092
In any industry, there are at least a few “secrets” known only by the insiders who work in the field that they’d rather keep to themselves. Ever wonder what truths some financial professionals keep to themselves? Join us for “7 Secrets Financial Professionals Don’t Want You to Know” where we’ll share a few of the industry’s best-kept secrets.
Free – Reservation Required
Retirement Roadmap
September 26 @ 6:00 pm – 7:30 pm
Butte des Morts Country Club
3600 W Prospect Ave
Appleton, WI 54914
We’ll Cover:
• Your retirement savings are at risk – Failure to manage taxes and higher costs can leave you with less
• If you rollover or distribute your 401k or IRA incorrectly, it can cost you
• Withdrawing too much too soon can be deadly to a portfolio
LEARN HOW TO:
• Understand your sustainable withdrawal rate
• Recognize important IRA milestones
Free – Reservation Required
This weeks’ “MoneyDo” is: Review your auto debits and recurring charges.
According to the Fair Credit Billing Act and Electronic Fund Transfer Act it is important you report a lost or stolen card as soon as possible as that may dictate how liable you are for any fraudulent changes…
AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK
How Millennials Use Electronic Media
Millennials, the group born roughly between 1980 and 2000 , are a much-coveted group for marketers as they are not only the next generation of mainstream consumers, but also reaching a stage in their lives where they have money to spend.
Millennials are considered a highly engaged group, using technology throughout the day, wherever they go. Advertisers may need to depart from familiar paths in order to do so.
For many decades, TV advertising has been the go-to strategy for brands trying to reach a large audience.This strategy may no longer work with millennials. According to Nielsen data, U.S. adults between the age of 18 and 34 watch significantly less TV than those aged 35 and older. On average, millennials watch 19 hours and 18 minutes of TV per week, compared to 34 hours and 32 minutes for all U.S. adults.
Source: https://www.statista.com/chart/10837/media-use-by-millennials/
BEST OF OUR RADIO PROGRAMS
Know The Difference™ Minute: We’re Experiencing Global Unity
With all the headlines we read, it might be hard to believe that we’re experiencing a rare moment across the globe. Annex Wealth Management’s Dave Spano explains.
How Will Tensions Between the U.S. & North Korea Impact The Stock Market?
Can You Retire Too Early? Medicare Q&A with Expert Diane Omdahl
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