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Personal MoneyAdvice Sessions
Schedule a money advice session
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Remote sessions are held via Zoom or the phone.
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If you’d like to meet in-person at our office in Brookfield, WI, schedule using the link above and then either respond to your confirmation email or call our office at 866-232-6457.
Previously Recorded Webinars
Plan It Forward
Previously recorded December 21, 2021
Talking about and planning for the passing of money between family members can be tricky. But it is so important to take care of this today so that your family’s financial future isn’t disrupted. Join us to learn how to plan your money forward at our last IBEW494 financial education event.
Money Doesn’t Grow On Trees
Previously recorded November 15, 2021
Learning how to make good financial decisions is as important as knowing right from wrong. So join us as we consider essential money lessons everyone should know.
Understanding Social Security Benefits
Previously recorded October 21, 2021
Between the confusion of what benefits you’re entitled to and when, and the future of Social Security, there are many opinions and questions out there. This course will help you understand the basics of Social Security and plan for your future by detailing what benefits to expect in retirement.
Saving and Paying for College
Previously recorded on September 14, 2021
With the ever-rising cost of college, it is vital to understand the options available to you when it comes to paying the bills. Attend this webinar to learn about different strategies available to ease the sticker shock of higher education.
Should I Pay Taxes Now or Later on Retirement Income?
Previously recorded on August 18, 2021
Attend this live webinar to learn from the professionals the differences between Roth and Pretax retirement plan contributions, who might benefit from each, and how to decide which is right for you.
Investing 101
Previously recorded on July 15, 2021
Attend this webinar to learn from the professionals how to manage volatility, understand correlation effect, add diversification, and design your asset allocation.
How Much Do You Really Need to Retire?
Previously recorded on June 15, 2021
Have you ever wondered if you’ll have enough money at retirement to live your dream life? Attend this workshop to learn how to calculate just how much you might need and figure out if you are on track to get there.
Handout: What’s Your Number?
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