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!
Bass Bay Brewhouse

S79W15851 Aud Mar Dr
Muskego

Wednesday, January 11th at 6:30 p.m.
Thursday, January 12th at 6:30 p.m.

Fox & Hounds
1298 Friess Lake Rd
Hubertus

Wednesday, January 25th at 6:30 p.m.
Thursday, January 26th at 6:30 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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RECENT TWEETS

TONY DRAKE, CFP®

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Losing your job later in life could lead to big money problems, but there are things you can do to lessen the damage. I shared in my article with @KiplingerRetire the steps to take if you find yourself out of work close to retirement.

https://www.kiplinger.com/personal-finance/job-loss-near-retirement-steps-to-take