WE ARE AT CAPACITY. THERE IS NO MORE SPACE FOR THIS EVENT.


You are cordially invited to attend
Retiring in a Recession

Are you concerned about the Financial Market Forecast?
Learn how to recover, where to invest, and how to create income.


You and a guest are cordially invited to an informational event for area residents 50 and older who are retired or planning to retire soon. This informative and entertaining program is COMPLIMENTARY. There is no obligation.

Please join local retirement specialists from Drake & Associates, who will share insights on taxes, the economy, potential changes coming from Washington – and what it all means for your retirement. 


Event Information

March 21st at 6:30pm

Location:
Mr. B's

11120 N Cedarburg Rd, Mequon, WI 53092


Best of all, you will leave with information designed to help you act immediately, such as:

✓ Strategies to position your assets to minimize inflationary and looming Bear market recession threats to your nest egg and income. 

✓ How to maintain your purchasing power in retirement, despite rising inflation. 

✓ Ways rising inflation will impact your retirement and how to adjust NOW. 

✓ What safeguards you can put in place to weather stock market volatility. 

✓ How do you keep up with 8.3% inflation without taking too many risks? 

✓ Getting a second opinion - why getting a second opinion may be one of the most important financial decisions of your life.

ABOUT THE AUTHOR:

Tony Drake, CFP®

Tony Drake was born and raised in Milwaukee. He graduated from Pius XI High School and went on to receive his insurance licenses, post-graduate certificate from DePaul University and CFP® designation. Tony is an Investment Advisor Representative. With over 15 years of experience in the financial industry, Tony has served clients from all over the country and specializes in asset preservation, retirement planning and tax reduction strategies.

In addition to serving his clients, he trains and mentors other financial professionals all over the country. He has made appearances on Milwaukee’s FOX-6, CBS-58, TMJ4, WISN-12, NASDAQ, USA Today, Forbes, US News, CNBC, MSN, PBS, Wall Street Journal, TheStreet, Yahoo! Finance, Investopedia, Market Watch and Kiplinger. Additionally, he hosts the “Retirement Ready” podcast and radio show on 620 WTMJ-AM Saturdays at 11 a.m.

Tony lives in Oconomowoc and has three beautiful children. As a family, they participate in waterskiing tournaments all over the country and love sports and spending time together. Tony bow hunts and owns Wirehaired Pointing Griffons — you can often find him pheasant hunting with friends.




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Note: You are not fully approved to attend after you fill out the form. We will be in touch with you to approve you to attend.

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