Broker Check
12 Oct


With continued concerns around inflation, a recession and ongoing market volatility that's been prevalent this year, the timing couldn't be better for our team to host another  "Protecting Your Assets " Event.

This event will provide much-needed information about not just designing a holistic plan to help someone get to retirement, but also to help answer questions about what happens when you get there.  Learn about what sets us apart in the fiduciary planning space, as there is more to planning than just savings and investments.  

We will cover concerns that both retirees and pre-retirees have, including how to help reduce risks in their savings and investments particularly during these uncertain markets, talk about ways to protect their assets and mitigate the risk of going broke in retirement, as well as share new ideas on addressing the issue of long term care.

Date and Time

Wed, Oct 12, 2022

6:00p - 7:30p CST


In-Person at Global View Capital Advisors (Waukesha, WI) Office or via Virtual Broadcast (separate Zoom Link to be sent closer to the event)

N14 W23833 Stone Ridge Drive
Suite 350
Waukesha, WI 53188
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Event Registration

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