Jan. 7, 2013

Global View Capital Advisors of Waukesha is proud to announce their 2013 Schedule of Complimentary, No Obligation, Information Only Seminars.

The team of experts assembled for these seminars are independent, highly trained and passionate about helping seniors and families that are caught in the “sandwich generation.” They help Design, Grow and Protect the Personal Economy of Families by listening and taking a consultative approach to Clients issues and needs.

The Complimentary, No Obligation Information Only Seminar Schedule for 2013 is as follows

Tax Law Changes - The known and anticipated changes to the tax laws.

Strategies to Maximize your Social Security Benefits.

Are You Ready for Retirement? - How much do you need to retire, how long will your money last and will you outlive your money?

Estate Planning and Year End Tax Planning - Are your assets positioned appropriately to minimize taxes and take advantage of maximizing income?

Encore Careers - Have you left your job, looking for a new career, retired but would like to work doing something you want to do instead of have to do?

Estate Planning and Long Term Care Strategies -How does Long term Care fit into your Retirement strategy? Have you considered what will happen to your family’s financial well being if you need Long Term Care? Are your monies positioned correctly to meet your potential needs?

Medicare supplements - Demystifying your choices.

The exact dates, times and locations will be released closer to the date of the Complimentary, Information Only Seminars.

The Senior Initiative takes a holistic approach to their planning to help with an unpredictable future. The team of experts develops strong, lifetime relationships with their Clients. The team has many years of experience in designing individual custom programs for their Clients with more of a focus on Main Street instead of Wall Street.

For further information, please contact Christine Dunn at Global View Capital Advisors – Senior Initiative at (262) 650-1030 or

Securities and advisory services offered through The Strategic Financial Alliance, Inc. (SFA), member FINRA|SIPC. Supervising office 262-650-1030. Global View Capital Advisors is unaffiliated with SFA.

This site uses Facebook comments to make it easier for you to contribute. If you see a comment you would like to flag for spam or abuse, click the "x" in the upper right of it. By posting, you agree to our Terms of Use.

Suburban News Roundup

E-mail Newsletter

Your link to the biggest stories in the suburbs delivered Thursday mornings.

Enter your e-mail address above and click "Sign Up Now!" to begin receiving your e-mail newsletter
Get the Newsletter!

Login or Register to manage all your newsletter preferences.

Community Watch

» Getting to know Dennis Farrell 11/24

» Scion Dental awarded the management of 650,000 through Maryland Healthy Smiles program 11/24

» Germantown girls basketball team will build around Schmitz 11/24

» Menomonee Falls girls basketball team getting more experience every day 11/23

» Transit service may drop bus loop to Germantown Industrial Park 11/23

» Momentum Early Learning to open by year-end in Germantown 11/22

» Shady Lane Elementary offers students buddy bench on playground 11/22

» Three seats on Germantown School Board up for election in April 11/22

» Kohl's, Bartolotta team up to service Menomonee Falls corporate campus 11/22

» Alto-Shaam granted Patriot Award for support of employee in the National Guard 11/20

» Germantown High School students earn $100,000 grant for teen driving safety efforts 11/20

» Updated state championship game rankings of area prep football teams and players 11/19

» Social Haus proposal for Menomonee Falls moves forward with extended indoor, limited outdoor hours 11/17

» Taxpayers in Germantown to see taxes creep up for '16 11/17

» Germantown officials approve zoning code changes prompted by controversial development proposal 11/17

» Germantown football team competitive in rebuilding year 11/17

» Germantown's Siebenaller states her case, sets more swimming records 11/17

» Germantown volleyball season ends in state quarterfinals 11/16

» Tender Reflections breaks ground on assisted living community in Germantown 11/16

» Menomonee Falls Food Pantry needs donations now more than ever 11/16

» Germantown taxes could go up slightly in '16 11/16

» Menomonee Falls taxpayers to see flat rate in '16 11/16

» Brookfield East rallies to beat Germantown, 3-2, in state volleyball quarterfinals 11/13

» Road work on Pilgrim Road in Menomonee Falls nears completion 11/12

» Plans for Performing Arts Pavilion in Germantown earn stamp of approval 11/11

View All Posts Got a tip? Welcome rss



Local Business Directory