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!
Maggiano’s Little Italy
2500 N Mayfair Rd
Wauwatosa, WI 53226
        OOOO   
Wednesday, May 19th at 6:00pm
Thursday, May 20th 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

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UPCOMING CLASSES

RECENT TWEETS

TONY DRAKE, CFP®

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10 May

Stocks closed mixed last week as signs of continued economic recovery and upbeat earnings helped some sectors while the struggles persisted for high-growth companies. #economy #retirehappy
https://wealthwisconsin.com/mixed-market/

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3 May

Stocks meandered around a flatline in a busy week of corporate earnings, ending the trading week slightly lower. #economy #retirehappy
https://wealthwisconsin.com/seeking-direction/

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27 Apr

April marks Financial Literacy Month, and financial education is more important now than ever. In my new article for @Kiplinger, I pass along several tips to help build healthy financial habits. #RetireHappy #EducationFirst https://www.kiplinger.com/personal-finance/602691/3-money-musts-for-every-one-of-us-inspired-by-financial-literacy-month

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