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Organizer: Maria G. Fliess, LUTCF - Co-owner, Retirement Advocates, Inc.

Retirement Advocates Logo, Retirement Planning, Asset Protection
Retirement Advocates
is an investment advisory firm that assists people nearing and in retirement with personalized planning solutions and creative asset protection strategies.  

We strive to provide our clients with the clarity and the peace of mind they are seeking by showing them exactly where they stand in retirement from a financial standpoint and providing simplified solutions that make sense so that they can live a worry free retirement. 

 As retirees advocates, naturally, we feel strongly about providing value added educational events to assist those nearing and about to retire with valuable information on topics that they are interested in.   

If you are nearing or in retirement, we invite you to attend our Lunch and Learn events. Feel free to contact us at 262.764.4816 or visit our website at

Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor.  Retirement Advocates and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. 

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