Madison Subgroup
Contact: Jared Bessert, 608/298-9008, MadVest@sbcglobal.net
Date/Time: Wednesday, October 19, 2011, 6:00 p.m. (Check-in begins 5:30 p.m.)
LOCATION: Sequoya Branch of the Madison Public Library, 4340 Tokay Blvd., Madison, WI, 53711, 608/266-6385. The new Sequoya Branch of the Madison Public Library is located in the Midvale Shopping Center, about half way between the Beltline and University Avenue. Enter the library from either Tokay Blvd. or from the center’s parking lot.
Topic: “Retire Early and Forever”
Speaker: Kevin McKinley, CFP, founder and principal/owner of McKinley Money LLC
Cost: No charge, FREE and open to the public.
Summary: Kevin’s fast-paced and informal presentation will show you how to find out if and when you can retire, how much you can spend in retirement, and what to do before and after you retire to survive the bad times and thrive in the good times. Kevin’s unconventional advice will help you answer the tricky tax, investment, and cash flow questions that every current and future retiree should have.
Attend our October meeting to:
—Learn why prospective retirees may want to take Social Security sooner, rather than later.
—Find out the big mistake many homeowners make when they retire.
—Get a handle on how much you will need to retire and what the best steps are to get there.
—Learn guidelines to help in deciding which investment options are the best ones for retirement.
—Ask questions of an experienced retirement financial planner.
Kevin McKinley, CFP, is the principal/owner of McKinley Money LLC, with offices in Eau Claire and Madison. He specializes in pre- and post-retirement financial planning and investment strategies, and he works with people on either an ongoing fee-based relationship, or on an hourly planning basis. His book “Make Your Kid a Millionaire” (Simon & Schuster, 2002) became one of America’s best-selling money books for parents. His show On Your Money airs each Tuesday at 8:00 a.m. statewide on Wisconsin Public Radio. Kevin writes a weekly newspaper column and monthly magazine column, and he has served on the Wisconsin Governor’s Council on Financial Literacy.
Mutual Fund Subgroup
Contact: Brian Harden, 414/347-5546, barnonharden@yahoo.com; or Karen Hager 262/255-2849
Date/Time: Wednesday, November 16, 2011, 6:00 p.m.
LOCATION: Brookfield Library, 1900 North Calhoun Rd., Brookfield, 262/782-4140. Take I-94 to the Moorland Road north exit. Go past the Brookfield Mall and turn west (left) on Blue Mound Rd. Go one mile to Calhoun Rd. and turn north (right). Go two miles north. The library is on the east (right) side, next to City Hall.
Topic: TBA
Speaker: TBA
Cost: FREE—No pre-registration necessary, guests welcome.
Future Meetings: Wednesday 1/25, 3/28, 5/23, 9/26 and Thursday 11/29 |
