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Special Client Bring A Friend Event

Join Brian Whitaker and Mark Lindsey for an enjoyable night out, some delicious food, and some timely retirement information. At this event, we will discuss how retirees can feel confident about their retirement, no matter what is happening in the market or in the world around us.

We have a very special guest flying in to discuss what is happening in the markets and answer your questions!

Join Us

Wednesday
May 11th
6:00 pm

Mercantile Hall
425 N. Pine Street
Burlington, WI 53105

Join us for this very special Client Bring A Friend Event! We’ll discuss:

  • Alternatives to “riding the waves” of the stock market
  • The Wall Street Myth: Why the market does not always go up
  • Potential ways to increase income & death benefits
  • How to find your balance between safety and investment risk
  • 401(k), 403(b), 457, TSP, TSA & IRAs
  • What “increased bonuses” are and how they work
  • Pensions, annuities, and retirement accounts
  • Tax-deferred retirement options
Click here to Register
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116 N. Dodge Street, Unit #8
Burlington, WI

40 Pilgrim Pkwy, Suite 100
Elm Grove, WI 53122

5758 Elaine Dr, Suite 113
Rockford, IL

By contacting Brian Whitaker or 1st Opulence Financial WI Ins Lic # 7537641 and 100196882, IL Ins Lic #7537641 and 100289111, IN Ins Lic #431386 and 712040, GA Ins Lic #2821860 and 164641, IA Ins Lic #7537641 and 1002288784, MS Ins Lic#10418826 and 15028463, FL Ins Lic #W610386, you may be offered information regarding the purchase of insurance products.

Gibbs Wealth Management, LLC (“Gibbs”) is an SEC registered investment adviser, and Investment Advisory services are offered through Gibbs D/B/A Great Lakes Wealth Management. Insurance products and services are offered through 1st Opulence Financial. By using this website, you accept our Terms of Use and Privacy Policy. Gibbs’ investment advisory services are available only to residents of the United States in jurisdictions where Gibbs is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website does not constitute a complete description of Gibbs’ investment advisory services. Before investing, consider your investment objectives and Gibbs’ fees. Gibbs is not a bank or depository institution licensed in any jurisdiction. GWM and GFG are affiliated companies. Products offered by Gibbs are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

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