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Events and Webinars

Inspiring Women ~ Live Event

The Market – Normal is Scary 
~ On-Demand Webinar

Little Known Tax Secrets the Wealthy Use that Can Save You THOUSANDS 
On-Demand Webinar

 

Inspiring Women

This is a live series to be held at local libraries this fall to empower woman, 90% of women are or will be in charge of the household finances and most are not prepared. We will talk about the 5 ways retirement planning is different for women, the 5 things women need in an advisor, the 2 risks already inherent in your portfolio that most people don't realize and the tax-hike awaiting women. 

  • Learn the importance of an income plan that works regardless of market volatility. 
  • Discover ways to identify and reduce the amount of risk in a portfolio. 
  • Understand Social Security pitfalls to avoid and how to maximize hard-earned benefits. 
  • Identify sources of income and strategies to help ensure running out of money is not an option. 
  • Understand the importance of a legacy plan designed to help ensure the IRS isn't the largest beneficiary when your spouse dies

Tuesday, September 17th @ The Platteville Library 6:30 pm ~ REGISTER HERE

Tuesday, October 8th, 6:30 pm & Thursday, October 10th, 4 pm @ The Monroe Library  ~ REGISTER HERE


Men, this is a great way for you to learn what's important financial matters to the women in your life!
 

The Market – Normal is Scary

The market has been on a long bull run, will it continue or will is a crash coming? Most importantly, will you be ok either way? What if the market returns to normal?

  • What is a normal market?
  • How do I protect myself against market risk and other risks?
  • Common Portfolio Wisdom Axioms (Click here the for Common Portfolio Wisdom Quiz)

If you are retired, plan to retire or just want financial security to do what you want, when you want, with who you want, this is for you! In 30 Minutes we are going to uncover all the risks you face, including market risk and show you how to protect your retirement.

Little Known Tax Secrets the Wealthy Use that Can Save You THOUSANDS

Discover how the wealthy who make more than you pay less in taxes than you. Reduce your taxes legally! This is not a magic bullet, but it is proven strategies that have been used by years for many and are now even more beneficial after the last tax reform.

There are two systems of taxation in our country, one for the informed, one for the uninformed. Anyone may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one's taxes.
~ Justice Learned Hand
 

If you’re a business owner this is for you! If you’re an executive, someone tasked with the hard job of both maintenance and growth, this is for you! In 30 Minutes I am going to show 3 ways to legally reduce your taxes!

Join the Informed System! Earn more and keep more!

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Insurance services and products are offered through Bertram Financial Group LLC and Michelle E. Bertram LLC. Investment advice offered through Bertram Financial Advisor Services LLC, member FINRA & SIPC and with Redhawk Wealth Advisor, Inc. or AE Wealth Management both SEC-registered investment advisors. Bertram Financial Advisor Services, LLC. Affiliated with Redhawk Wealth Advisors or AE Wealth Management.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

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The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.