Financial Series
Free Community Education Seminar
Sponsored by Beloit Health System Foundation
Retirement Strategies with Matthew Krueger
Oct 17th, 5:30-6:30pm, Hospital Auditorium
With the complexity of the world, we currently live in, interest rates, tax changes, are we investing enough, how much do I actually need in order to retire? Please join kf. Wealth Management and learn how important a Financial Plan really is. Learn about risk management musts that can help protect your retirement, as well as tax-efficient ways to invest and or save for retirement and lastly, how to build a lasting distribution plan ensuring you don’t outlive your income when you need it most.
Share your love with Prudy Harker featuring Bryan Whitehead
Oct 25th-26th 5:30-7:30pm, Hospital Auditorium
When an accident or sudden illness happens to you, your family needs key information - social security number, insurance information, cell phone or computer passwords. When time is critical, A Share Your Love inventory could make all the difference. Join us for this FREE workshop featuring two parts and learn how key information can help you help your family. Presented by: Prudy Harker and Attorney Bryan Whitehead, Nowlan Law LLP.
Creating and Planning Your Will with Bryan Whitehead
Nov 7th 5:30-7:00pm, Hospital Auditorium
Create and plan your will properly with the guidance of Attorney Bryan Whitehead. Join this educational seminar where Bryan will share his knowledge on the process of creating and planning your will. Gain valuable insights and tools to ensure your wishes are carried out.
For questions please contact Maddy Brovick at mabrovick@beloithealthsystem.org 608.363.5822
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