Call Us Call Us

DREAM Retirement 101


It's time to turn confusion into clarity and live your DREAM Retirement!


Monroe Library  *   Platteville Library  *  Verona Library    

October 17th  *  October 19th  *  November 2nd

6:30-8 pm 

No Charge to Attend! 
Seating is limited, so sign up today!

Register to Attend

All attendees will receive a signed copy of our book, Creating Your Dream Retirement

 DREAM Retirement 101

Retirement is rated one of life's most stressful and confusing events. Do you have a written retirement plan?

Join us at your local library for an informational workshop and presentation coving how to guarantee retirement income, protect your money from market losses and live your DREAM Retirement with clarity and financial peace mind! 

Many aspects of life change in retirement. One of the biggest changes is the end of the paycheck you have become so accustomed to receiving.

You will now need to shift from accumulating wealth to distributing wealth and creating a retirement paycheck for life. Market risk and taxes will affect those paychecks, so you must address those issues in your retirement plan.

If you would like more information on how you can create a retirement plan that allows you to receive a paycheck for life, live confidently in retirement while fulfilling your retirement dreams, this workshop is for you!

You don't need a PHD to live your Dream Retirement!

All attendees will receive a signed copy of our book, Creating Your Dream Retirement

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.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

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.