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Bertram Financial, a leading financial consulting agency based in Madison, Wisconsin, announced a series of retirement planning seminars to be held in Fitchburg, Platteville and Monroe. Designed as short courses covering the key challenges faced by pre-retirees, the seminars aim to provide actionable financial advice for those with more than $500k in retirement savings.
More information can be found at https://bertramfinancial.com/upcoming-events.php.
Careful financial planning is an important part of enjoying a fulfilling retirement. Betram Financial is a leading financial consulting agency specializing in custom retirement planning solutions.
Company owners and expert financial advisors Michelle and Bev Bertram have announced a series of seminars to mark the launch of their new book, “Creating Your Dream Retirement”. The seminar series – titled “Conquering the Retirement Mountain” – will be held between May 8th and 21st in Fitchburg, Plateville and Monroe, Wisconsin.
Participants will benefit from live training on how to manage the three key challenges faced by pre-retirees: ruling risk in one’s portfolio, creating income for life and controlling taxes. Michelle Bertram will provide practical suggestions aiming to help participants optimize their financial strategies to ensure a sustainable and secure retirement.
The events will be held at the Fitchburg Community Center on May 8th, at the Platteville Public Library on May 15th, and at the Monroe Public Library on May 21st. All events are scheduled for 6:30 pm.
The seminars are open to the public and seats can be reserved by calling 608-987-1511.
The recent announcement is part of the agency’s efforts to provide cutting-edge financial advice and retirement planning solutions for clients throughout Wisconsin.
A spokesperson for Bertram Financial said: “We are deeply rooted in the concept of excellence and personal service in the financial planning process. We believe in open and honest communication, creating a family environment and having fun with people who are likable, coachable and ethical.”
Interested parties can find more information by visiting the above-mentioned website.
Release ID: 334782