You’re going to have some incredible opportunities to grow and learn at our 2020 event workshops…

but this week we’re highlighting one of our most requested and most popular workshops:

Destination Retirement:

Are We There Yet?

Why is this workshop so popular? Simple – for a lot of people, retirement planning is overwhelming.

In this workshop, our goal is to take the stress out of retirement planning. We give attendees a starting point then help them map out their personal retirement roadmap all the way to the finish line.

Before the Destination Retirement: Are We There Yet?, you’ll receive an interactive workbook and be asked to complete the Readiness Self Check on page one. The Self Check will give you a baseline for where you’re at with your plan.

There are no wrong answers – it’s really a great way to understand yourself. You  need to know where you’re at before you can figure out where you’re going. Some of the Self Check questions include:


  • I have a financial plan in place:  yes  no
  • I know exactly when I want to retire:  yes  no
  • My spouse and I have discussed retirement goals:  yes  no
  • I have an idea how much health insurance will cost:  yes  no
  • I want to travel:  yes  no
  • I want a second home/snow bird:  yes  no
  • I want to downsize/upsize my home:  yes  no
  • I want to live closer to family:  yes  no
  • I know where all my money is located:  yes  no

Click Here for your own copy of the Readiness Self Check!

You’ll learn:

  • How a comprehensive financial plan works like your GPS


  • Understanding your balance sheet and resources
  • How smart tax planning can help avoid paying excessive tolls


  • Steps to maximize your mileage through smart investing

We’ll cover questions like:

When should you start receiving Social Security?


The table above shows, in dollars, just how much different your monthly checks will look depending on when you file for benefits. Everyone’s situation is different. In this workshop, we’ll walk you through easy-to-digest examples, and teach you how your benefits will be affected – based on when you choose to file for them.

When you participate, you’ll receive:

  • An interactive workbook to help you plan your retirement destination


  • Access to important retirement resources


  • A complimentary personal portfolio review and framework for a financial plan

See your retirement clearly in 2020. Register today!

Cost = $0.00  Our events are always free of charge.

Bring a friend!  Sign up early as these events tend to fill up quickly.

Upcoming Dates:

Destination Retirement: Are We There Yet?


January 15, 2020 @ 6:00 pm  7:30 pm


Great Dane Pub & Brewing Co.

357 Price Place

Madison, WI 53705

Destination Retirement: Are We There Yet?

Elm Grove

January 28, 2020 @ 6:00 pm – 7:30 pm


Annex Wealth Management Elm Grove Office

12700 W Bluemound Rd

Elm Grove, WI 53122