In Workshops

Join Michael P. Haubrich for this informative learning opportunity where issues related to late life planning will be explored and discussed.

Who should attend? Retired or near-retirement; adult children of aging parents/loved ones

What will be covered:

  • The life stages of the aging adult (go-go; slow-go; no-go)
  • The characteristics, choices, risks and resources (financial and other) associcated with each elder life stage
  • Well-being in elder life; recognizing and avoiding risks for financial exploitation, cybersecurity
  • End of life completion such as legacy letters and gifting strategies
Late life planning

Planning for your great, late life

Seating for our learning events is limited so please register below or call Traci at 262-554-4500 x105.

Register for this Event
Planning for your great, late life

Date: Tuesday, April 11, 2017

Time: 6:30 p.m. – 8 p.m.

Location: Financial Service Group | 4812 Northwestern Avenue, Mount Pleasant, WI 53406

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