Join us for a FREE educational retirement seminar!
In our Smart Strategies for a Successful Retirement seminar, you’ll learn how to evaluate your unique financial situation and map out your plan to build a happy, secure, and fulfilling retirement.
Walk away with an understanding of what to think about when planning for retirement, what financial risk and diversification mean, and how to protect yourself and your family.
While you’re learning, enjoy a complimentary 3 Sheeps Brewing Company beer and some appetizers catered by Parker John’s BBQ & Pizza! At the end you’ll have a chance to ask the experts—be sure to bring your questions!
Tuesday, Oct. 8th | 5:30-7:00pm
3 Sheeps Brewing Company
Meet the Experts
Join life insurance and annuity expert Brian Passehl and his team along with estate planning lawyer Joshua McKinley to learn about the specific steps you can take to create the retirement you want and deserve.
Brian Passehl has managed and led the National Mutual Benefit Lakeshore Agency for more than five years. He has 20+ years of experience working in the insurance and financial services industries. Brian is a passionate teacher who enjoys helping clients find solutions that allow them to live happier and more comfortable lives. He has two children and lives with his wife, RaNae, in Sheboygan Falls.
Two agents from Brian’s team, Jordan Mueller, FIC and Bill Rutten, will be presenting at this seminar.
Joshua D. McKinley
Olsen, Kloet, Gunderson & Conway
Attorney Joshua D. McKinley received his law degree from the William & Mary Marshall-Wythe School of Law in 2008. He joined Olsen, Kloet, Gunderson & Conway in 2012. Joshua’s practice areas include business transactions, real estate, civil litigation and estate planning.
Joshua is married with two sons and is involved with several Sheboygan community organizations, including the Sheboygan County Chamber of Commerce and Friends of the Senior Activity Center. He is also a volunteer at the Legal Aid Clinic.
Here for you since 1902.
As a member-owned life insurance society that’s been around for 117 years, we provide competitive life insurance annuity solutions that help protect you and your loved ones while making a difference in the communities we serve.
When you become a member of National Mutual Benefit, you’re not just purchasing life insurance protection—you are joining us in our mission to give back to your community through our member-exclusive volunteer activities and community events.
Have an out-of-town friend who might be interested?
Let them know about one of our FREE retirement seminars!
We’re here to help.
Get advice you can trust about life insurance and annuities from your local National Mutual Benefit representatives. We’re just a call, click or visit away.
National Mutual Benefit – Lakeshore Agency
W5142 County Road O
Plymouth, WI 53073