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Conquer the Retirement Mountain

Conquering the Retirement Mountain Basecamps

Retirement in today's world can be challenging, and confusing. We are launching a new series of Lunch and Learns to help you navigate and conquer the retirement challenges of today. Our goal is to turn confusion into clarity so you can live you Dream and experience true financial freedom.

Each month we will talk about how the current events are affecting your retirement:

  • What's UP (or down) with the market
  • Tax Tidbits
  • NEW changes to be aware of (Social Security, Medicare, Legal Documents...)
  • What's hot or not - Financial News
Bonus Topic  –  Each event will highlight a different topic to help you navigate through retirement.

Monroe - July 31st - Bonus Topic 'Estate Planning Basics'
Verona - August 21st - Bonus Topic 'How to reduce taxes on your Retirement Accounts'
Mineral Point - September 25th - Bonus Topic 'Social Security Planning'
Darlington - October 30th - BonusTopic ' 'Legacy Planning'

Register Below:


Schedule a 15-Minute Connection Call

Register for an upcoming LIVE Event

Request YOUR Complimentary, Signed Copy of Our Book Creating Your Dream Retirement

Enroll in a free eCourse
Dream Process
Retirement TRICKs
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Submit Your ASK THE EXPERT Question

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.