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Financial Series

Free Community Education Seminar

Sponsored by Beloit Health System Foundation
The free community education seminars is an excellent opportunity for individuals looking to enhance their financial knowledge. Industry experts, including Matthew Krueger, Prudy Harker, and Bryan Whitehead, will present insightful discussions on three vital topics: Retirement Strategies, Share Your Love, and Creating and Planning Your Will.
Whether attendees are looking to learn about ways to plan for a comfortable retirement, explore charitable giving options, or create a solid estate plan, the seminars will cover several essential topics. Topics may include risk management, investment strategies, tax planning, beneficiary designations, charitable planning, and more.
The best part is that registration is free! To secure a spot in one of these informative sessions, simply click the "Register Now" buttons provided, and follow the registration details. This is a chance not to be missed. Join us today!

Retirement Strategies with Matthew Krueger

Oct 17th, 5:30-6:30pm, Hospital Auditorium

With the complexity of the world, we currently live in, interest rates, tax changes, are we investing enough, how much do I actually need in order to retire? Please join kf. Wealth Management and learn how important a Financial Plan really is. Learn about risk management musts that can help protect your retirement, as well as tax-efficient ways to invest and or save for retirement and lastly, how to build a lasting distribution plan ensuring you don’t outlive your income when you need it most.

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Share your love with Prudy Harker featuring Bryan Whitehead

Oct 25th-26th 5:30-7:30pm, Hospital Auditorium

When an accident or sudden illness happens to you, your family needs key information - social security number, insurance information, cell phone or computer passwords. When time is critical, A Share Your Love inventory could make all the difference. Join us for this FREE workshop featuring two parts and learn how key information can help you help your family. Presented by: Prudy Harker and Attorney Bryan Whitehead, Nowlan Law LLP.

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Creating and Planning Your Will with Bryan Whitehead

Nov 7th 5:30-7:00pm, Hospital Auditorium

Create and plan your will properly with the guidance of Attorney Bryan Whitehead. Join this educational seminar where Bryan will share his knowledge on the process of creating and planning your will. Gain valuable insights and tools to ensure your wishes are carried out.

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For questions please contact Maddy Brovick at 608.363.5822

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