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!
The Fox & Hounds Restaurant
1298 Friess Lake Rd, Hubertus,
WI 53033
OOOO

Wednesday, November 3rd at 6:00pm

Thursday, November 4th at 6:00pm

Wednesday, November 10th 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 powered to record levels last week amid talk of Fed tapering and a deceleration in new Delta variant cases. #economy #retirehappy
https://wealthwisconsin.com/powell-tapering-likely-in-2021/

Stocks turned lower last week amid the increasing probability of a Fed tapering, mixed economic data, and growing concerns about the economic impact of the Delta variant. #economy #retirehappy
https://wealthwisconsin.com/will-the-fed-taper-in-2021/

Looking past inflation figures and Delta variant trends, stocks last week found a way to climb higher and set fresh record highs in the process. #economy #retirehappy
https://wealthwisconsin.com/passage-of-infrastructure-boosts-stocks/