17 May
Investment and Retirement Planning


Brown & Brown employees are invited to participate in a Financial Wellness Workshop which offers you the tools you need to make important decisions about your money and retirement. It also keeps you up to date on your Brown & Brown benefits package, demonstrates their value and shows how to optimize your use of them.

 This Investment & Retirement Planning workshop will cover several areas that are key to understanding how much income you’ll need during your retirement years to support the retirement lifestyle you want and positioning your assets to provide that income. While there’s no such thing as a “one size fits all” plan, there are steps you can take to maximize the possibility of a financially secure retirement.

 Important Topics Covered:

  • How to plan for retirement, (including the impact of early retirement, delayed retirement, and working in retirement), how long it will last, and the retirement lifestyle you want
  • Steps to estimate the amount of money you'll need in retirement to meet your goals, factoring in health-care costs, taxes, and inflation
  • How to supplement fixed income sources such as Social Security with your retirement savings, including the products and investment strategies you should consider, a sustainable withdrawal rate, and the best order to tap various accounts 

You will also be provided the opportunity to sign up for a one-on-one consultation with a Financial Wellness Coach after the webinar.

Date and Time

Wed, May 17, 2023

12:00p - 1:00p CST


High Pointe - Lower Level Conference Room

1200 N Mayfair Rd
Milwaukee , WI 53226
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