Educational Events

Educational Events

Educational Wealth Management Workshops

We believe in superior service through education.

Looking to learn more about a particular financial topic? Bernicke Wealth Management offers live educational workshops around popular topics like Social Security, investment management, health insurance in retirement, estate planning, and more.

Seminars

Pre-Retirement Planning for Baby Boomers Seminar

Florian Gardens, Eau Claire Wisconsin

This workshop is specifically designed for individuals who:

  • Will be retiring within five years and under the age of 65.
  • Have over $500,000 of total investable assets, which may include IRAs, Roth IRAs, Pensions, 401(k)s, 403(b)s, (TSAs), 457(b) Deferred Compensation, and other investment accounts.

September 13, 2021 or September 14, 2021

05:30

The Florian Gardens | 2340 Lorch Ave, Eau Claire, WI 54701

Learn More & Sign Up for the Seminar Today

Webinars

Retirement Health Insurance Prior To Age 65

The American Rescue Plan just made Affordable Care Act Health Insurance less expensive for retirees in the next two years. Unfortunately, starting in 2023, this insurance will become more expensive, and for some people, much more expensive.

To keep your costs associated with health insurance at a reasonable level, it is imperative to understand how to control Modified Adjusted Gross Income (MAGI). Modified Adjusted Gross Income determines the amount of tax credits you can receive to offset the costs of Affordable Care Act Insurance.

To control Modified Adjusted Gross Income, you have to have a clear understanding of how to position your different income streams in advance of retirement to ensure you will not be paying exorbitant amounts for health insurance.

We are hosting a free webinar that is uniquely designed to help future retirees with more than $500,000 in investments reduce unnecessary health insurance costs prior to the age of 65.

Tuesdays and Thursdays

06:30 PM

1565 Bluestem Blvd Altoona, WI 54720

Sign Up for the Webinar Today

Client Events

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About Us

Bernicke Wealth Management, Ltd. (Bernicke) is an independent, multi-disciplinary firm with 20 employees. Our financial advisers provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment planning, retirement planning, estate planning, and tax planning.

© 2021 Bernicke Wealth Management, Ltd. | Site Development: Midstream Marketing

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Bernicke Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Learn why you may be able to retire earlier than you think.

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