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900 Wood Road

Kenosha, WI 53141

UNIVERSITY OF WISCONSIN
PARKSIDE

Classroom Instruction for Adults - Ages 50 to 70

JOIN US AT

Thursdays, February 8 & 15

6:30 pm to 9:30 pm

OR

Tuesdays, February 13 & 20

6:30 pm to 9:30 pm

OR

Thursdays, Feb 22 & Mar 1

6:30 pm to 9:30 pm

Registration Fee: $49   |   includes one textbook

COURSE REGISTRATION

THE CHANGING WORLD OF RETIREMENT PLANNING

YOUR INSTRUCTOR

Larry DeLegge is a member of the National Society for Financial Educators (NSFE.org) and is an Investment Advisor Representative. Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM), A Registered Investment Advisor. BCM & DeLegge Financial Services, LLC are independent of each other. Securities licensed in: CA, IL, WI.

Larry DeLegge

  • Know if you have enough money to retire
  • Protect your assets from rising taxes
  • Develop strategies to maximize your Social Security income
  • Avoid the three pitfalls of retirement distribution
  • Understand if your portfolio is truly “diversified”
  • Evaluate if a Roth Conversion is right for you
  • Plan for incapacity due to illness or injury