Register for FREE Financial Seminar on May 12th

Event Details

Schamberger- Greylak Wealth Management has partnered with GECU Credit Union for you to take advantage of a FREE finance seminar.

The target focus of this May 12th seminar is to cover the following topics:
-How to determine your retirement income needs
-Commonly missed considerations while retirement planning
-Resources and tools to utilize for achieving your specific retirement goals.

For those who have recently retired or switched employers, the seminar will also cover:
 -Understanding rollover options from your previous employer sponsored plan (401k)
 -Including 90-day rules, tax consequences, and lump sum distributions. The pros and cons of these options will help educate you to avoid significant taxes and penalties.

Presenter Thomas Greylak, Accredited Wealth Management AdvisorĀ®, believes in bringing financial education to the community so each individual can make informed financial decisions. He will also be available for your questions.

Doors will open for seminar at 6:15 pm

Seminar will begin at 6:30 pm – 7:30pm
Stoney Creek Inn – Onalaska, WI