Wellness Council Awareness Lunch
Date and Time
Tuesday Aug 27, 2013
11:30 AM - 1:00 PM CDT
Tuesday, August 27th, 2013
11:30 a.m. - 1:00 p.m.
Location
Rahr West Art Museum - Lower Level Room 2
610 North 8th Street
Manitowoc
Fees/Admission
$10 per person for Chamber members and Sail members
$25 per person for non-Chamber and non-Sail individuals
Contact Information
The Chamber of Manitowoc County
Stacey Groll
(920) 684-5575
Send Email
Description
Wellness Council Awareness Lunch
Presenter: Terry Ostrander, Ostrander Financial Group, LLC
"Retirement Planning for Your Entire Life"
Planning for retirement is not only something you do when you’re young, it’s also important to know what to do once you’ve reached your retirement. Learn some basic investment terms and techniques as well as ways to fund your retirement. We’ll also discuss some things to look out for once you have reached your retirement years. We’ll be able to look at specific numbers to see if you are well on your way, or if you need to change your strategy to get to retirement, and then if you're there, how long you can expect your nest egg to last.
Terry is the owner of Ostrander Financial Group, LLC in Manitowoc, home of Cobblestone Tax Service and Park Street Investments. He is a Chartered Retirement Planning Counselor, Certified Fund Specialist, Certified Tax Specialist, Certified Annuity Specialist and a Chartered Senior Financial Planner. He is also Board Certified in Mutual Funds. He has Series 7, 63, and 66 securities licenses with the Securities and Exchange Commission and is a Registered Investment Advisor in the state of Wisconsin. He has a Life insurance license as well as Accident & Health insurance licenses. Between working for several tax firms and owning/operating his own tax firm, Terry has over 30 years of tax preparation experience and 15 years of investment advisory experience. Terry is also a member of the Wisconsin Accountants Association and the National Association of Tax Professionals.
The Wellness Council of Manitowoc County is dedicated to helping employers design results-oriented wellness programs to maximize the health and productivity of their most valuable asset-their employees. It is the belief and commitment that this council is a dynamic, on-going group that focuses on creating awareness and education. The following facets of wellness will be our main focus: social, occupation, spiritual, physical, intellectual, emotional, environmental, financial, mental and medical.
Printed courtesy of chambermanitowoccounty.org/ – Contact the The Chamber of Manitowoc County for more information.
1515 Memorial Drive, Manitowoc, WI 54220 – (920) 684-5575 – info@chambermanitowoccounty.org