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 sign up with the form below.
Class sizes and seating are limited to ensure your safety, so we encourage you to register today!

North Star Bistro
19115 W Capitol Dr #100
Brookfield, WI 53045

OOOO
Tuesday, May 24th at 6:00 pm
Wednesday, May 25th at 6:00 pm

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UPCOMING CLASSES

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

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RECENT TWEETS

TONY DRAKE, CFP®

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Having a bucket list is a great way to set goals and accomplish your dreams. But have you ever thought about making a financial bucket list? I shared with @CBS58 some of the top bucket list items and how you can achieve them. #EducationFirst #RetireHappy

https://cbs58.com/news/local-expert-talks-adding-financial-goals-to-your-bucket-list

Retirement will look different for everyone, but generally, there are 4 distinct phases every retiree should plan for. explained in a new article for @Kiplinger those phases and how you can start preparing now. Thank you @Nasdaq for picking it up as well.

https://www.kiplinger.com/retirement/604089/the-4-phases-of-retirement