Grab some friends or your sweetheart and attend this special event, featuring two financial advisors. Steve Klescewski, Financial Advisor, CRPC will speak on “Emotions, Expectations and Economics”. Steve will take you through the emotions, expectations and perceptions associated with investing and what can lead to misguided decision making. Jason Muench, Financial Advisor, CRPC, CFP speaks on “Investing Beyond the Numbers”. The purpose behind investing is typically not the money. It’s what you can do with the money. Have you defined what you’re investing for? in this open discussion, we’ll look at typical expectations and concerns you may have regarding retirement . . . and how they compare to those of your spouse. Hmmm. This could get interesting.
Location: Great Marriages, 612 Center Avenue, Sheboygan, WI
Speakers: Steve Klescewski, Oostburg Financial Services and Jason Muench, UnitedOne Credit Union
Cost: Free! Includes dinner. Pre-registration required 4/1.
Sponsored by: UnitedOne Credit Union and Oostburg State Bank