The Informed Investor: Retirement Planning for Financial Success

12800 Lake Shore Drive,Mequon WI 53097

17 March, 2022

Description

Retirement and Estate Planning Workshop: A Fall Class Consisting of Three Sessions | March 17, 24, & 31 | 6-8 PM Important note:This event consists of three consecutive sessions that are included in your ticket purchase. To complete the course, you must attend all three – March 17, March 24, and March 31. What you'll learn at this three-session workshop:Determine the amount of money you will need to retireUse new tax law changes to your advantageProperly convert IRA accounts to Roth IRATransfer the risk of potential loses beforeor during retirementReduce or eliminate taxes, expenses,delays, and legal challenges with proper Estate Planning Featured Speakers:Cliff Henrickson | Senior Vice President – Financial AdvisorCliff joined Baird in 1982 and has over 30 years of experience in the financial services industry. Working to promote economic literacy withboth students and teachers, Cliff shares his deep understanding of financial issues acting as the Director of Economic Education Counsel for over 20 years. Cliff has been an active member of the Metropolitan Builders Association since 1994. Among Cliff's areas of expertise include Individual Equity Strategies, Equity and Mutual Fund Portfolios, Strategic Portfolio Review, and Education Planning. Jess Henrickson | Vice President – Financial AdvisorJess joined Baird in 2008. He received a B.S. in Business Managementfrom Miami University in Oxford, Ohio. His areas of expertise include retirement income planning, portfolio construction, and long-termcare insurance. Jess and his wife live in Shorewood with their son and daughter. He enjoys running, volunteering, and being active in sports. Rebecca H. Simoni | AttorneyRebecca Simoni is a Shareholder in the firm’s Trusts and Estates Section. She advises individual clients, for-profit and non-profit entities, and financial institutions with a focus on estate planning, succession planning, financial planning and commercial transactions. In the estate and succession planning arena, she practices in the areas of marital property, estate planning, and probate and trust administration. She advises clients on business succession planning and tax planning to minimize estate, gift and generation-skipping taxes. She provides services in the drafting of estate plans and other documents including wills, trusts, marital property agreements, premarital agreements and powers of attorney. For questions about the workshops or content, contact:Jess Henrickson | Vice President – Financial Advisor The Kindler Henrickson Group | Robert W. Baird & Co., Inc. 414-298-2476 l [email protected]