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Conquer the Mountain of Retirement


Sherpas, A Man Named Ben, and Conquering the Retirement Mountain: 

How to Navigate Three Key Challenges of Financial Planning to Reach Your Dream Retirement

Retirement planning can be confusing, frustrating, and even scary at times. How do you know whose voice you can trust to help you conquer the seemingly insurmountable mountain of retirement? In this featured talk, Michelle Bertram brings clarity and peace of mind by identifying three key challenges every pre-retiree faces that can hijack their momentum. You will learn how to navigate each challenge so you can reach your dream retirement.

Join us at the following locations to learn how to Conquer the Mountain of Retirement!

Fitchburg Community Center - Tuesday, May 8th at 6:30pm
Platteville Public Library - Tuesday, May 15th at 6:30pm
Monroe Public Library - Monday, May 21st at 6:30pm

This course has been designed for the specific needs of those with more than $500K in retirement savings

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.