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 register, please call 414.409.7226 or sign up with the form below.
Classes fill quickly, so we encourage you to register today!

Fox & Hounds
1298 Friess Lake Rd
Huburtus

Tuesday, August 23rd at 6:00 p.m.
Thursday, August 25th at 6:00 p.m.

Bass Bay Brewhouse
S79W15851 Aud Mar Dr.
Muskego

Tuesday, September 6th at 6:00 p.m.
Thursday, September 8th at 6:00 p.m.

Register for a Workshop

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UPCOMING CLASSES

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

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SECURITY INCOME

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UPCOMING CLASSES

RECENT TWEETS

TONY DRAKE, CFP®

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Rising interest rates and inflation may be complex issues, but they have a big impact on your wallet. I wrote for @KiplingerRetire about how interest rates can affect you at any age. #EducationFirst #RetireHappy

https://www.kiplinger.com/personal-finance/banking/interest-rates/605022/what-rising-interest-rates-mean-for-you

So honored to be featured in AE Insider! For my non industry friends this is the top group in the country! Grateful for my life today, it’s been a long and bumpy road. Thanks @advisorsexcel 🙏 ♥️ #advisorsexcel #aeinsider #grateful

4

Rising inflation and turbulent times on Wall Street have many worried about an impending recession. I spoke to @KiplingerRetire about why we shouldn’t panic about a potential economic downturn. #EducationFirst #RetireHappy

https://www.kiplinger.com/investing/604965/is-a-recession-looming-why-history-says-we-shouldnt-panic