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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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Burlington, WI

740 Pilgrim Pkwy, Suite 100
Elm Grove, WI 53122

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This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

Brian Whitaker, an Investment Advisory Representative (IAR), offers advisory services through Gibbs Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. 1st Opulence Financial and  Gibbs Wealth Management are independent of each other. Insurance products and services are not offered through GWM but are offered and sold independently by 1st Opulence Financial & Brian Whitaker, License # 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.

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