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!
Zarletti Mequon
1515 W Mequon Rd
Mequon, WI 53092
        OOOO   
Thursday, August 5th at 10:30am
Wednesday, August 11th at 6:00pm

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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The stock market posted small losses last week despite a very strong showing by corporate America. #economy #retirehappy
https://wealthwisconsin.com/market-shows-small-loss/

Overcoming a COVID-related economic growth scare, stocks moved higher amid a week of strong corporate earnings reports. #economy #retirehappy
https://wealthwisconsin.com/markets-overcome-delta-variant-reports/

Despite a good start to earnings season and some solid economic data, worries of slower second-half economic growth led to a pullback in stock prices last week. #economy #retirehappy
https://wealthwisconsin.com/stocks-retreat/