Evansville, IN

University of Evansville

Vectren Board Room

1800 Lincoln Ave

Evansville, IN 47714

Register by 10/28

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What You'll Get:
• Seats to live classroom instruction
• Education from licensed financial advisors
• Time to get questions answered live
• An opportunity to connect with the instructor about your situation

What We'll Discuss:‍

  • The most important first step to take in your retirement plan.
  • ‍ The changing rules for baby boomers as they retire
  • The Secure Act 2.0 and how this new legislation could affect you
  • Common misconceptions about taxes in retirement
  • Tools and strategies to develop a retirement tax strategy
  • A basic overview of tax rules as they apply to retirees today
  • The impact of rising taxes on your retirement cash flow
  • Understanding the major threats to wealth preservation
  • Determining a sustainable withdrawal rate
  • Strategies to minimize tax liabilities and protect your family's wealth
  • Examining the impact of retirement planning on future generations

$ 0.00 USD

Our Mission

Retirement Design Lab exists to empower you to take control of your retirement through education

Why It Matters

Financial literacy helps support retirement confidence and preparedness. As the financial world continues to get complicated, connecting people to qualified educators becomes ever more important.

Frequently Asked Questions

10:00am

Creating Design Systems

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Willie Schuette, RICP®
Wealth Advisor
David Greene
Wealth Advisor

9:00am

Introduction to The ProductCon

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Kevin Campbell
Wealth Advisor

10:00am

Creating Design Systems

Vitae malesuada fringilla eu in etiam. Non, sed ac tristique id pellentesque venenatis congue.

Kevin Campbell
Wealth Advisor

9:00am

Introduction to The ProductCon

Vitae malesuada fringilla eu in etiam. Non, sed ac tristique id pellentesque venenatis congue.

Kevin Campbell
Wealth Advisor
Willie Schuette, RICP®
Wealth Advisor
David Greene
Wealth Advisor
Who are the Retirement Design Lab course instructors?

How you will spend your time, what kind of lifestyle you will have, and how your finances will look. It can also include envisioning how you will stay active and connected with family and friends

I'm young and haven't thought about retirement yet. Why should I attend one of your events?

Starting early is key to a secure retirement. Our workshops can help you understand the basics of saving, investing, and make informed financial decisions now that will benefit you in the long run.

I'm not sure if I'm on track for my retirement goals. Can you help me assess my progress?

RDL instructors are licensed financial advisors. Each of our events will provide a good foundation for education and retirement mindsets, but to truly evaluate your goals compared to your situation, we encourage attendees to meet individually with the instructor of their event. These professionals will typically make some time available to meet with people individually to discuss planning goals.

Because many financial topics become intertwined with other areas of professionalism, such as estate planning or tax planning, our instructors may remain at a high level. Feel free to ask them if they are able to advise on specific topics or areas, but note that you may need to speak to licensed individuals that specialize in that area.

I'm scared I won't have enough money to retire comfortably. How do I know if I can retire?

That is one of the biggest concerns soon-to-be retirees have, and a question we are passionate about helping you answer. Our events offer practical strategies for maximizing your retirement income and making your nest egg last throughout retirement. RDL instructors are financial professionals who can work with you to help you to build a retirement income plan that provides you with greater confidence in your future planning.

I already work with a financial advisor; should I still attend?

You are welcome to do so! Registering for an event does not sign you up for anything other than attending the event. Personal finance and retirement planning is highly individualized and you may benefit from another source of information or(should you meet with an instructor individually) second opinion, just like you may seek from doctors, lawyers, auto mechanics, and other professionals. Our hope is that you will leave feeling more confident and empowered in your financial future.

Instructor Info

Wayne Hentrup

Wayne coordinates the financial planning process and helps identify your goals, recognizing some of those goals will change as your life unfolds and your needs evolve. His economics and previous business ownership background add a unique perspective as he develops comprehensive retirement plans for his clients.

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Matt Effinger

Matt developed a passion for financial planning early on, opening his first trading account at 18. With licenses in insurance and securities, he now serves as a Financial Advisor at Hentrup Financial Group, prioritizing clients' goals through a thoughtful approach and strategic planning.

Read Full Bio

Important Information & Disclosures: This event is not affiliated with or sponsored by University of Evansville. Should you have questions, please direct them to Hello@retirementdesignlab.com or reach out directly to the instructor upon registration. Your instructors will be Wayne Hentrup and Matt Effinger. Wayne Hentrup is an investment advisor representative of, and securities and advisory services are offered through USA Financial Securities Corp., Member FINRA/SIPC. Also, Matt Effinger is an investment advisor representative of, and advisory services are offered through USA Financial Securities Corp. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. Hentrup Financial Group is not affiliated with USA Financial Securities Corp.