Join us on Tuesday May 21 to learn how to best allocate your funds in retirement, the importance of rebalancing and reallocating, the necessity of establishing a reasonable rate of withdrawal and how to stay calm in these volatile markets.
Betty Harris Custer, CFP, CRPC, founder and managing partner of Custer-Plumb Financial services with nearly 50 years of financial planning experience will be our presenter.
Betty will also discuss current market volatility, options for lessening risk and the importance of diversification. She will also discuss planning concepts as they relate to retirement safety and longevity and an overview of annuities and the place they fill as a lifetime income strategy.
Food pantry contributions: Grace Episcopal Church Food Pantry
Both cash and checks payable to Grace Food Pantry will be accepted.
Enter Oakwood grounds at the traffic light at Island Drive and Mineral Point Road. Take the left fork and then the second driveway on the right to enter visitor underground parking. Push the button for assistance. Park in any visitor stall; take elevator to first floor lobby where signs or a receptionist will help. When you exit the underground parking the garage door opens automatically. You may also park in a surface visitor spot (marked spaces along the drive and up the hill toward the large lot).
On foot, enter Heritage (6205 Mineral Point Road) at its main entrance (third driveway on the right, at stop sign) or enter the auditorium doors directly from the lower drive.
If taking the bus, Madison Metro Bus Routes 14 and 67 stop on Mineral Point Rd in front of Oakwood, if traveling easterly, or across Mineral Point Rd from Oakwood if traveling westerly.
Advance registration is required. If you are not registered in advance, you may not receive handouts. If you or your companion registered for this seminar but cannot attend, please email or call the UWRA Office.
To register by phone or email, call or email
UW-Madison Retirement Association
21 N Park St, Room 7205
Madison WI 53715-1218