Updated Tax Laws Require Quick Changes By Pre-Retirees
You are cordially invited to our fine dining Tax Minimization workshop that is uniquely designed to help future retirees who have more than $500K in investments.
Date
Monday, July 27 or Tuesday, July 28
Time
6:00 PM – 7:30 PM
Location
The Aisling at Troy Burne Golf Club (Hudson, WI)
Includes
Complimentary Dinner
Topics We'll Cover
Discover how these factors will impact you, your family, and your legacy
Strategic Roth Conversion Timing
Strategies for implementing Roth conversions annually upon the updates from the One Big Beautiful Bill Act (OBBBA).
Tax Defense Against National Debt
Tax strategies designed to preserve your assets and future income from the surging U.S. National Debt.
Smart Social Security Timing
Why delaying Social Security can have a significant reduction in the taxes you pay and the retiree health insurance costs you have prior to age 65.
Tax-Efficient Investment Placement
Why placing your more conservative investments in 401(k)s, 403(b)s and IRAs can save you thousands of dollars during your lifetime.
Political Shifts and Health Costs
How changes in the political landscape can impact your retiree health insurance prior to 65, and how to structure your investments to help minimize the costs associated with this change.
Enhancing Charitable Tax Benefits
How to magnify tax deductions from charitable giving in advance of retirement.
Meet Your Hosts & Speakers
Learn from experienced financial professionals dedicated to your success
Ty Bernicke, CFP® | President & CEO
Ty currently works with a limited number of clients who require wealth and/or investment management services. His research on investment management, retirement planning, and tax minimization strategies has been published or cited in The Wall Street Journal, Forbes, The New York Times, and Futures Magazine, among other national publications.
Ty Bernicke is a paying member of the Forbes Finance Council, which provides the opportunity to contribute articles to Forbes.
Steve Latham, CFA, CFP® | Chief Investment Officer
In Steve’s role as Chief Investment Officer, he strives to make the financial markets’ complexities understandable and approachable for his clients. Investing in an ever-changing world requires a stable and repeatable process that can be implemented alongside a well-thought-out financial plan. Steve’s background using stocks, bonds, mutual funds, ETFs, and alternative investments provides his clients with a well-rounded approach towards pursuing their long-term goals.
An Evening of Education
Enjoy a delicious dinner with a workshop focused on retirement planning
Complimentary Dinner Menu
Main Course
Your choice of Beef Tenderloin, Airline Chicken Breast (GF) with mushroom champagne cream, or Butternut Squash Ravioli
Sides
Roasted Red Potatoes (V, GF), Fresh Garden Salad, and Warm Rolls with Butter
Best-In-State Wealth Advisor
We're Humbled to Be Awarded
Ty Bernicke was recognized as a Best-In-State Wealth Advisor by Forbes for the ninth consecutive year. The list spotlights advisors leading the way in offering best practices and providing a high-quality experience for clients.
- Fiduciary Standard of Care
- Research-Driven Approach
- Comprehensive Planning
- Decades of Experience
Forbes Best-In-State Wealth Advisors ranking developed by SHOOK Research, LLC. Awarded April 7, 2026 based on data as of June 30, 2025. Neither SHOOK Research nor Forbes receives compensation for placement on the rankings. Rankings are not indicative of future performance or representative of any one client’s experience.
What Our Clients Say
Hear from people who've been through the process
“We have been using the services of Bernicke Wealth Management for twenty years and have been very satisfied. We appreciate the personal attention given to our investment portfolio and the time spent with us on at least an annual basis to review our finances. We highly recommend this company.”
John
Altoona, WI
“It’s been a pleasure to work with the Bernicke staff whenever we have had to contact them. They are all polite and courteous when dealing with any of them.”
Tom
Chippewa Falls, WI
“We did an annual Zoom review. Everything went great. We have been working with Bernicke for about 23 years +/-. This firm has always been great for us and very helpful.”
Greg
Hood River, OR
The testimonials displayed on this page were provided by current clients of Bernicke Wealth Management. Clients were not paid or received any other compensation for providing these testimonials and do not receive any material incentives or benefits for doing so. Testimonials reflect the individual opinions of each client and may not be representative of the experience of other clients. Testimonials are not indicative of future performance or investment success. Bernicke Wealth Management has not edited or altered any testimonial from its original form.
Why Attend This Seminar?
What makes this evening valuable for you and your family
Complimentary Dinner
Enjoy a delicious meal while learning in a comfortable, relaxed setting
Professional Guidance
Learn from a CERTIFIED FINANCIAL PLANNER™ with years of experience
Timely Insights
Understand how current events affect your retirement and investment strategy
Q&A Session
Get your specific questions answered in a welcoming group setting
Free Resources
Take home valuable planning materials and educational guides
Bring a Guest
Spouses and partners are encouraged to attend together