Mara Hall
800.352.4649 ext. 1864
712.274.8733 ext. 1864
mara.hall@witcc.edu
Email Me Catalogs

MONEY MATTERS SERIES

Hosted by Mary Sterk – Certified Financial Planner, author, grandmother, pilot, and over 20-year veteran of the financial industry.

Retirement Readiness
Preparing for retirement is exciting but can also raise concerns as you move towards new and uncharted territory. Join Mary Sterk (CFP) from Sterk Financial Services to learn strategic ways to structure investments, estate planning, and cash flow strategies during retirement. Discover vital social security information, how Medicare works, and how to understand nursing home insurance. If you are within 10 years of retirement, this seminar is for you!

THURSDAY, APRIL 5; 6:30-8:30 P.M.
Location
: Wells Fargo Room, L110, Entrance 14 or 15
Fee: no charge / Max: 20
Lifelong Learning membership not required
Course #18/FY-CPDV-2689-04

 

Turning Retirement Savings into Retirement Income
Most people know how to save for retirement but are very confused about how to strategically turn that savings into income they can live on. Join Mary Sterk (CFPTM) to learn strategies about how to decide when and how to take income from your retirement savings, which ac- counts to spend from first, how to protect what you have saved yet still attempt to see some growth and how to avoid Sequence of Return Risk. 

WEDNESDAY, MAY 9; 6:30-8:30 P.M.
Location: Wells Fargo Room, L110, Entrance 14 or 15
Fee: No charge / Max: 20
Lifelong Learning membership not required
Course #18/FY-CPDV-2689-05

 

Maximizing Your Social Security
Social Security is a very complex system. Did you know that if you were born before 1954, there are special options that you won’t want to miss out on? Join Mary Sterk (CFP) from Sterk Financial Services to learn strategies on how to claim the maximum amount of income, the ideal time to start taking it, what you are entitled to if you are divorced or widowed, and how to get the most out of your benefits.

MONDAY, JUNE 4; 6:30-8:30 P.M.
Location
: Wells Fargo Room, L110, Entrance 14 or 15
Fee: No charge / Max: 20
Lifelong Learning membership not required
Course #18/FY-CPDV-2689-06

Sterk Financial Services • 350 Oak Tree Ln., Ste. 150 • Dakota Dunes, SD 57049 • 605-217-3555 • 866-800-218 Securities and Investment Advisory Services are offered by Mary Sterk through Woodbury Financial Services, Inc., Member FINRA/ SIPC. Insurance offered by Mary Sterk through Sterk Financial Services which is not affiliated with Woodbury Financial. 

 

Nondiscrimination Statement | Privacy Statement