|When:||Course on 05/22/18|
|Where:||St. Anthony Spirituality Center|
Retirement Planning Made Simple
A successful retirement is all about preparation. This informational, academic-based course will help make sure you’re ready. This course is designed for those about to retire or in the early stages of retirement. It addresses the challenging decisions you may be facing when it comes to planning your retirement effectively.
|6:00 PM to
|Session 1 of 1||Register|
David is dedicated to providing exceptional customer services and strives to use his knowledge and experience to help clients meet their financial objectives. After a number of years in insurance, David decided to broaden his horizons by passing his Series 65 exam and becoming an investment adviser representative with SGL Financial, LLC. He strives to bring clarity, simplicity and peace of mind to the investment experience.
He has taught financial classes at Nicolet College and the Rhinelander School District. He works with people entering retirement (or already in retirement) to help secure the standard of living they deserve. David graduated from the UW-Green Bay in 1996 with General Studies Degree in Business & Economics.
David grew up in the Rhinelander area and lives with his wife Cindy on a hobby farm in the Town of Newbold. He enjoys the outdoors, hiking, snowshoeing, skiing and hunting. He has two adult children, John and Cari.
St. Anthony Spirituality Center300 E. Fourth St.
Marathon, WI 54448
If you have any questions regarding this course, please contact our office at 715-365-1746