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ALL LIVE EVENTS HAVE BEEN CANCELLED UNTIL
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Volunteer Center Of Racine County
Get All Your Questions Answered About Volunteering

Tuesday, March 24th, 2020 @ 6:00 - 7:30 p.m.
Festival Foods - Somers
6000 31st Street, Kenosha, WI  53142

Thinking about volunteering but not quite sure where to start? Volunteering offers vital help to people in need, worthwhile causes, and the community, but the benefits can be even greater for you, the volunteer. The right match can help you to find friends, connect with the community, and learn new skills.  Giving to others can also help protect your mental and physical health. It can reduce stress, combat depression, keep you mentally stimulated, and provide a sense of purpose.  Join us for this informative dinner workshop.  Register below.
Taxes and Retirement Class
Gateway Technical College - Kenosha

Thursday, March 26th, 2020 @ 6:00 - 7:30 p.m.
Gateway Technical College - Kenosha
3520 30th Ave, Kenosha, WI  53144  Room S147

At this session you will be exploring the financial planning hurdles unique to the 21st century - yours will not be your parents retirement.  You will be delving into the reasons why your taxes will likely go up in the future and learn about little-known strategies to help lower your tax liability and prepare you for the most efficient retirement possible.  Limited seating. Register below before it is full.
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APRIL EVENTS
Medicare Made Easy
Helping You Cut Through All The Confusion

Wednesday, April 15th, 2020 @ 6:00 - 7:30 p.m.
The Racine Public Library with Joseph M. LoCoco, JD
75 7th Street, Racine, WI  53403

Get all of your questions answered at this informative session.
Handouts including a helpful timeline will be given to you at this workshop.  Limited seating.  Register below and get the clarity you are seeking regarding your Medicare options.
Quarterly Economic Update
Wine and Wealth

Thursday, April 16th, 2020 @ 6:00 - 7:30 p.m.
The Kenosha Brewing Company
4017 80th Street, Kenosha, WI  53142

Facilitated by Joseph M. LoCoco, JD and another guest speaker may be present - to be announced.
At this event, you will be part of a discussion that encompasses what is happening in our economy and how it may affect the markets.  This is also a great opportunity to connect with others and enjoy a sampling of beer or wine and some delightful appetizers while learning important information that may affect your retirement.  You are encouraged to bring a guest, friend, co-worker or neighbor.

What You Need To Know
Before Planning Your Funeral
With Special Guest Speaker - Brian Langendorf
Tuesday, April 28th, 2020 @ 12:00 - 1:30 p.m.
Festival Foods - Somers
6000 31st Street, Kenosha, WI  53142

Many who have previously undergone the emotional strain of arranging a funeral within hours of losing a loved one have made the choice to pre-plan their own funeral. Doing so lifts the burden from their loved ones by relieving decision-making pressure at a time of grief and emotional stress.  Includes lunch.   Will fill quickly.  Register below as soon as possible.

Annuities On Trial

Thursday, April 30th, 2020 @ 6:00 - 7:30 p.m.
Hampton Inn - Kenosha

7300 125th Ave, Kenosha, WI  53142
Learn the pro's, con's, different types and possible uses of annuities.
Includes handouts and dinner by Qdoba
Facilitated by:  Joseph M. LoCoco, JD
To register, please see the form below.

Please fill out your information below, select which
event/s you would like to attend, add guest information
 (if applicable) then hit SUBMIT.
You are welcome to attend more than one.

You're information will be kept strictly confidential.  We do not rent, spam, sell or share your information.

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April Events - AlL CANCELLED
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About Retirement Advocates, Inc.

Retirement Advocates is an investment advisory firm that assists people nearing and in retirement with personalized planning solutions and creative asset protection strategies.  We strive to provide our clients with the clarity and the peace of mind they are seeking by showing them exactly where they stand in retirement from a financial standpoint and providing simplified solutions that make sense so that they can live a worry free retirement.  
As retirees advocates, naturally, we feel strongly about providing value added educational events to assist those nearing and about to retire with valuable information on topics that they are interested in. If you are nearing or in retirement, we invite you to attend our lunch and learn events, workshops and seminars.

Feel free to contact us at 262.764.4816 or visit our website at
 www.retirement-advocates.com


Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor.  Retirement Advocates and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.  ​​​​​​​Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors Inc.
Past performance does not guarantee future results. Consult your financial professional before making any investment decision.  Retirement Advocates, RWA and Caring With Honor are not affiliated. 


 

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