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, August 10 or Tuesday, August 11
Time
6:00 PM – 7:30 PM
Location
Republic Chophouse (Green Bay)
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 recognized by The Wall Street Journal, Forbes, The New York Times, Futures Magazine, and many other well-known national and international publications.
Mitchell VanDenMeerendonk, CFP® | Wealth Manager
With his CFP® credential, Mitchell is able to offer clients comprehensive financial planning alongside advanced strategies for potentially preserving, growing, and transferring wealth. This certification demonstrates his commitment to fiduciary advice and his knowledge in addressing complex needs faced by high-net-worth individuals, including tax optimization, estate planning, and asset protection.
An Evening of Education
Enjoy a delicious dinner with a workshop focused on retirement planning
Complimentary Dinner Menu
Main Course
Your choice of New York Strip, Seabass, or Jerk Chicken.
Sides
Garlic Mashed Potatoes, Asparagus, and Sauteed Mushrooms; House Salad; and your choice of dessert: Red Velvet Cake, Chocolate Turtle Cake, or Cheesecake.
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
Award Disclosure
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.
See What People Are Saying
Hear from people who've been through the process
Review Disclosure
The Google reviews above may be from current or former clients, or individuals who are not clients of Bernicke Wealth Management (“BWM”). Reviews have not been verified or edited by BWM and do not reflect the views of the firm or its advisors. Reviewers have not been compensated or received any material incentives for providing a review. BWM has maintained an “Excellent” 5-star rating on Google since January 29, 2026. Ratings are subject to change and are not indicative of future investment performance or success. No material conflicts of interest have been identified within these reviews.
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