Events

What is the Future of My Pension?

Event details:

  • What to do if you receive an important pension information notice
  • What are the benefits or drawbacks for
    • taking a single lump sum payment
    • taking the benefit in the form of immediate annuity payments
    • Receiving the benefit as an annuity on or after you reach your earliest retirement date
  • What are my risks?
  • How will I be taxed?
  • Is my pension safe?

We have decades of experience working with clients who are planning for retirement or are in retirement, and we are finding that there is ever growing concern and uncertainty that people are feeling about their retirement plans. Join us as we provide more clarity about different types of retirement plans, what participant options may be, as well as understanding some of the laws that govern pensions and other retirement plans, and safeguards that are in place for some plans. Open to clients and non-clients alike, RSVP is required.

When: Thursday, October 24, 2019 - 6:00 - 7:00 p.m. CST
Host: Schulfer & Associates, LLC
Directions: 1417 Main Street

Stevens Point, WI 54481
 

What is the Future of My Pension?

Event details:

  • What to do if you receive an important pension information notice
  • What are the benefits or drawbacks for
    • taking a single lump sum payment
    • taking the benefit in the form of immediate annuity payments
    • Receiving the benefit as an annuity on or after you reach your earliest retirement date
  • What are my risks?
  • How will I be taxed?
  • Is my pension safe?

We have decades of experience working with clients who are planning for retirement or are in retirement, and we are finding that there is ever growing concern and uncertainty that people are feeling about their retirement plans. Join us as we provide more clarity about different types of retirement plans, what participant options may be, as well as understanding some of the laws that govern pensions and other retirement plans, and safeguards that are in place for some plans. Open to clients and non-clients alike, RSVP is required.

When: Tuesday, October 29, 2019 - 6:00 - 7:00 p.m. CST
Host: Schulfer & Associates, LLC
Directions: 1417 Main Street

Stevens Point, WI 54481
 

What is the Future of My Pension?

Event details:

  • What to do if you receive an important pension information notice
  • What are the benefits or drawbacks for
    • taking a single lump sum payment
    • taking the benefit in the form of immediate annuity payments
    • Receiving the benefit as an annuity on or after you reach your earliest retirement date
  • What are my risks?
  • How will I be taxed?
  • Is my pension safe?

We have decades of experience working with clients who are planning for retirement or are in retirement, and we are finding that there is ever growing concern and uncertainty that people are feeling about their retirement plans. Join us as we provide more clarity about different types of retirement plans, what participant options may be, as well as understanding some of the laws that govern pensions and other retirement plans, and safeguards that are in place for some plans. Open to clients and non-clients alike, RSVP is required.

When: Wednesday, November 6, 2019 - 6:00 - 7:00 p.m. CST
Host: Schulfer & Associates, LLC
Directions: 1417 Main Street

Stevens Point, WI 54481
 

Ask an Advisor Open House

Would you like to introduce a colleague or friend to your advisor? Do they/you have questions about investing? Retirement? Financial planning? Life or long term care insurance options? Then our "Ask an Advisor" Open Houses are just the thing! Open to clients and non-clients alike, come on in to our beautiful, historic office to casually chat with an independent advisor about whatever is on your mind. Enjoy a glass of wine, beer, soda or our famous freshly roasted gourmet brewed coffee and an array of refreshments. Tour our iconic 100 year old building. There will not be a presentation, rather this is an opportunity to meet and informally talk with an independent advisor about your retirement and financial related interests on your own terms.

When: Thursday, November 7, 2019 - 4:30p - 6:00 p.m. CST
Where: 1417 Main Street

Stevens Point, WI 54481
Host: Schulfer & Associates, LLC
 

Women, Wisdom and Wealth

Women face unique financial situations in the mature phases of their lives.  Designed for Women over age 40, this evening of financial education is paired with beverages, hors d'oeuvres, and networking with women.  Bring a friend…  make a friend!  Open to ladies who are clients of Schulfer & Associates, LLC Wealth Management AND guests. 

Each Women, Wisdom and Wealth workshop will feature an educational presentation in a discussion format with ample time for questions and answers, and socializing.

RSVP is required.  Limited to 25 attendees.

When: Thursday, November 7, 2019 - 6:30 - 8:00 p.m. CST
Where: 1417 Main Street

Stevens Point, WI 54481
Host: Schulfer & Associates, LLC