IN-PERSON CLASSES

Empowering You Through Education

Take Charge of Your Financial Life. We Make It Easy.

At Drake & Associates, we believe in the importance of education. That’s why we work so hard to share the knowledge and insight you need to make informed financial decisions.

We invite you to attend one of our upcoming classes for an easy-to-understand approach to comprehensive financial strategies. Due to recent changes in tax laws, updated rules about RMD’s and stretch IRA’s, revised Social Security policies, and a shift toward employee-directed retirement plans, the need for financial and retirement education classes has never been greater.

To ensure your safety, each guest or couple will be seated at their own table and appropriately spaced from other guests. We will also provide masks and complimentary bottles of hand sanitizer to our guests.

To register, please call 414.409.7226 or fill out the form below.
Class sizes and seating are limited to ensure your safety, so we encourage you to register today!
I.d. Restaurant
415 Genesee Street
Delafield, WI 53018
        OOOO   
Wednesday, July 21st at 6:00pm
Thursday, July 22nd at 10:30am

Current Tax Environment, IRA and 401(k)

Media Apperances

UPCOMING CLASSES

STRATEGIES for the SECURE ACT, RMDs,
SOCIAL SECURITY and COVID-19

MAXIMIZE YOUR SOCIAL

SECURITY INCOME

LEARN MORE ABOUT

UPCOMING CLASSES

RECENT TWEETS

TONY DRAKE, CFP®

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New messaging from the Federal Reserve on interest rates and inflation last week led to a broad retreat in stock prices. #economy #retirement #retirehappy
https://wealthwisconsin.com/unsettled-markets/

Stocks ended the week mixed as investors appeared to shrug off a hotter-than-expected inflation report. #economy #retirehappy
https://wealthwisconsin.com/another-quiet-week/

A strong, but not too strong, employment report sparked a rally on the final day of trading, propelling stocks to a modest gain for the week. #economy #retirehappy
https://wealthwisconsin.com/rotation-continues/