River Falls, WI – April 16, 2018 – Magazines from Forbes to Newsweek have covered the perilous financial landscape that many seniors are finding themselves in as they reach retirement. Surveys report that close to one-third of “Baby Boomers” entered their retirement years without sufficient funds to maintain their homes and pay medical expenses. According to most experts, this situation will only get worse for the subsequent generations, as they move toward retirement. Currently, one-half of all people in their thirties and forties have no retirement savings put aside beyond Social Security. Understanding how to plan for the future with investments baffles most Americans as the stock market performs roller-coaster maneuvers each month. As a response to this gap in financial knowledge, wealth and investment advisor representative, Mark Kuhne created his two-day course, Financial Survival for Retirement. The two-day course addresses those financial challenges and opportunities unique to today’s retirees.
“The course is designed to address the most commonly asked questions I receive from my clients,” says Kuhne. “It is an overview course with a question and answers session for attendees. The goal is to provide each client with a clear understanding of their financial future, strategies specific to their financial goals, along with information about the legal documents required to help protect themselves and the ones they love.”
The $59 course will review the essential elements to address in a retirement plan, potential tax reduction strategies, how to draw income in retirement, necessary legal documents, succession planning, and financial opportunities currently available to those planning for or in their retirement years. Kuhne has had success in the past with courses like this one because he believes the group environment encourages people to ask more questions and also to gain insight from the questions asked by others.
Kuhne began working at a bank right after college and watched as people struggled to maintain their financial position through both the stock market and housing collapse. He knew that the answer wasn’t just to save money but with a goal to potentially grow it safely. He began to increase his own financial knowledge and position and soon realized that he had a knack for financial management. His career shift was the beginning of his path as a respected wealth manager. Today, he is the Founder, President, and Fiduciary of Croix River Wealth Management and an Investment Advisor Representative with Horter Investment Management LLC where he helps individuals and couples develop retirement plans and financial strategies that are tactical and strive to deliver results.
Mark’s two-day course will help increase financial knowledge and will help people learn strategies while striving to grow and protect their assets so that they can enjoy a softer landing into retirement. More information about the course can be provided through his website.
Investment advisory services offered through Horter Investment Management, LLC, an SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Mark Kuhne, Croix River Wealth Management. Securities transactions for Horter Investment Management clients are placed through Trust Company of America, TD Ameritrade and Jefferson National Life Insurance Company.