TODAY’S BROKEN RETIREMENT SYSTEM

Pensions are rare, and Social Security is running out of money

Most people are 100% responsible to fund and manage their retirement

Only 1 in 5 people have a written retirement income plan*

It's time to get serious about solving America's retirement income crisis

THE EXPERTS BREAK IT DOWN

Featuring Behavioral Investment Expert:

Morgan Housel New York Times Best Selling Author

Featured Government leaders and experts including:

David M. Walker Former US Comptroller General of the United States, Former Trustee of Medicare & Social Security

Jason Fichtner Former Executive Director of Social Security, Executive Director of The Retirement Income Institute

Becky Swansburg Author, Nation’s Leading Expert on Tax and Policy Risk

Rodney Brooks Award Winning Journalist for USA Today, Wall Street Journal, AARP

David Duley Social Security Researcher

Johnny Poulsen CFP^®, Retirement Income Planning Expert

Justin Fitzpatrick MIT PhD, CFA & CFP^® Retirement Researcher

Brian Wesbury Award Winning Economist

EVENT SPONSOR

Drake & Associates, LLC is a financial services firm based in Waukesha, WI. They have agreed to sponsor this private screening of “The Psychology of Retirement” as they pursue their mission to help people in their community retire well.

Drake & Associates, LLC

Privacy Policy

This is not a part of the Facebook website and is not endorsed by Facebook, Inc. Use of this meeting space does not constitute endorsement of program/meeting or its content by venue's ownership. This workshop and insurance sales presentation is strictly informational. Not sponsored by or in any way affiliated with the venue where the event is being held or any governmental agency. No specific products will be promoted; however, you will be offered an opportunity to schedule a follow up consultation with the presenter where investments and/or insurance products may be presented or offered. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal.  Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. By providing your phone number, you are consenting to receive calls and SMS/MMS msgs, including autodialed and automated calls and texts, to that number from the event. Msg&data rates may apply. Terms & conditions/privacy policy apply. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of the hosting firm is stated or implied.  

Investment Advisory Services are offered through Drake & Associates, LLC, an SEC registered investment adviser. Registration does not imply a certain level of skill or training. Securities are offered and sold through Drake & Associates, LLC. Insurance products and services are offered and sold through Loft Financial Advisory Group, LLC.

https://www.investmentnews.com/retirement/news/most-us-adults-fear-outliving-their-money-more-than-death-251992#:~:text=If%20there's%20one%20thing%20adults,over%20across%20the%20United%20States.

*https://www.limra.com/en/newsroom/industry-trends/2023/limra-just-1-in-5-retirees-have-a-formal-written-retirement-plan/