262.764.4816
support@retirement-advocates.com

6123 Green Bay Road, Suite 210, 
Kenosha, WI  53142

​​​​​​​www.retirement-advocates.com


Taking Care Of Me, Taking Care Of Mine

How To Leave A Memorable Legacy Without Sacrificing Your Own Retirement - Live Workshop
Presented by:  Maria G. Fliess, LUTCF co-owner of Retirement Advocates, Inc. 
Tuesday, June 26th, 2018 6:00 p.m. - 8:30 p.m. 

OR  Thursday, June 28th,  @ 6:00 p.m. - 8:30 a.m.
Comfort Inn and Suites, 7206 122 Ave, Kenosha, WI  53142
Includes dinner by Olive Garden at "half time".  No cost to attend.

Register Now
The Following Will Be Discussed At This Live Interactive 
Workshop

       A memorable legacy is more than just about money.  Five things to do so that what you leave behind will bless, not leave a mess.

    Long-term care -what's new for the best way to plan for a long-term care need.

    How to organize your assets so that your heirs are not left wondering where everything is after you are gone.


    How to lessen the tax burden on retirement income so that it lasts longer while leaving a strong financial legacy.
   
What legal documents you need to have in place. 
   
How to write your legacy letters and the best place to leave them and so much more. 

Gain peace of mind knowing you are taking steps, to take care of these things, one small step at a time.  


 
Register Today for "Taking Care Of Me, Taking Care Of Mine" by clicking or tapping on the REGISTER NOW button below. 

​​​​​​​We are confident you will find this discussion enjoyable and the information you will receive well worth your investment of time.  
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Give Yourself And Your Family The Best Gift Ever
 
Attend this unique live workshop and get a new perspective on your ability to make sure that those that you love are taken care of after you go but WITHOUT the personal sacrifice of lowering your living standards in retirement.  

We know that you care deeply for your family and your heirs, but you also want to enjoy YOUR retirement and do all the things you planned to do once you retire.  

This is not your ordinary financial workshop!

It may be possible to not only improve your own financial security in retirement, but in addition to that, leave a very memorable legacy. 

People often think the economy, politics or tax law changes are the reasons why they feel that having both is not even possible, but candidly the real obstacle in this drama is not Trump, Pelosi, or Wall Street.  The biggest challenge in this drama is a person's own resistance or, all too common, procrastination toward possibly needed change, pre-planning and/or reinvention.


    Don't let procrastination stand in your way of peace of mind.  What we cover in this workshop are several ideas that will help you get started, even if you just take it step by step, toward having "all your ducks in a row" when it comes to your legacy.  It does not matter if you have millions in assets or just a few hundred thousand.  There is plenty to take care of even on the non-financial side of things, which we will be discussing at this live interactive workshop.  ​​​​​​ 



 

About Your Presenter
Co-owner of Retirement Advocates, Inc. Maria began helping people nearing and in retirement in 2002.  After three years of working with one of the nation's largest insurance companies, Maria concluded that in order to provide the right solutions for the people she served, she could not be limited by any one company's business model and product portfolio so she decided to become an independent financial professional where she was free to represent the client rather than a company. 

​​​​​​​In 2006 she started Fliess Financial Services.  Then in 2016 she formed a partnership with Joseph M. LoCoco, JD and together they changed the company name to Retirement Advocates, Inc.  


Four of several core values that Maria and Joe adhere to are: 
1.  Maintaining A Fiduciary Standard:  Being independent fiduciaries means that they have taken on the additional ethical and legal burden of putting the clients needs first. 
2.  Work A Problem, Not A Product:  They are not beholden to any particular company or line of financial products. 

3.  Communication Is Key:  Personalized account updates, ongoing market updates and a bimonthly newsletter are sent.  No cost reviews quarterly or at the discretion of clients as they see fit. 

4.  Informed Clients Make Better Decisions:  They host educational events regularly so that clients and people in the community will have access to helpful resources in a learning environment all at no cost. 

Tuesday, June 26th, 2018 @ 6:00 - 8:30 p.m.
OR
Thursday, June 28th, @ 6:00 - 8:30 a.m.
Comfort Inn and Suites

7206 122 Ave, Kenosha, WI  53142
 

Dinner is included.  There is no cost or obligation to attend.  
REGISTER NOW
Sign Up For Retirement Advocates, Inc., "The Insiders Connection" 
Bi-Monthly Publication

Every other month we mail out - yes by regular old-fashion USPS mail - "The Insiders Connection".  If you are not already on our publication mailing list you can sign up for that HERE or you can simply download the most recent edition and we will e-mail it to you then every other month.  
Retirement Advocates, Inc.,
"The Insiders Connection"
Events Insert

Inside every edition of "The Insiders Connection" is the events insert - a detailed listing of all the events we are doing for that two month period.  You can start receiving "The Insiders Connection" by instant download and email or by regular USPS mail by
clicking or tapping HERE now.  
Joseph M. LoCoco, JD
Co-owner, Retirement Advocates, Inc.  
Investment Adviser Representatvie
Maria G. Fliess, LUTCF 
Co-owner, Retirement Advocates, Inc.
Investment Adviser Representative
These Live Interactive Workshops Will Fill Up Quickly.  Register Today.

Make sure you are prepared for the unexpected. 
It begins by being well informed and taking things one small step at a time.  


 
REGISTER NOW

Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor.  Retirement Advocates, Inc. and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.  Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.
This information is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that the presenter does not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

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