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The Leist Group, LLC

(262) 796-1674

Upcoming Webinars!

Thank you for your interest in our educational webinars! Please register for our upcoming workshops below:


Safe from the Storm: 3 Major Financial Dangers Impacting YOUR Retirement

Retirement is not the storm….it’s just a normal life stage for millions of people.  The storm is the simultaneous combination of risk factors that are affecting retirees right now.  The storm is a unique set of forces that are all coming together to create some significant dangers that previous generations of retirees have never had to face. 

This educational workshop will cover the following:

*Financial Health Scorecard: 8 Truths
*3 Biggest Dangers - Market Risk, Interest Rate Risk, and Sequence of Return Risk
*The Retirement RED ZONE
* The Bucket Plan: Segmenting your money based on needs and time horizon


This workshop will be offered via GoToMeeting on the following times and dates:

Tuesday, May 5th 2020 at 10:00am CST

Thursday, May 7th 2020 at 6:00pm CST

Saturday, May 9th 2020 at 2:00pm CST

Click Here to Register


Social Security Options: How To Potentially Maximize Your Income

As you near retirement, one of the biggest financial decisions you'll need to make is when to begin receiving your Social Security retirement benefits. With pensions disappearing, Social Security remains a major source of guaranteed lifetime retirement income for most Americans, so it's important to take the time to explore your options and make an informed, well-reasoned decision.

This educational workshop will cover the following:
*How to properly file for Social Security benefits
*How to maximize the amount you are eligible for
*How to avoid common mistakes people make when claiming their benefits
*How to optimize your assets to minimize or avoid paying taxes on your Social Security benefits
*How much income you can make and still draw Social Security
*How Social Security is taxed

This workshop will be offered via GoToMeeting on the following times and dates:

Tuesday, May 12th 2020 at 10:00am CST

Thursday, May 14th 2020 at 6:00pm CST

Saturday, May 16th 2020 at 2:00pm CST

Click Here to Register


The A, B, C and D's of Understanding Medicare

Whether you are currently on Medicare or about to begin your benefits, The A, B, C and D's of Understanding Medicare will provide you with valuable information you need to know, and will cover the following:Whether you are currently on Medicare or about to begin your benefits, The A, B, C and D's of Understanding Medicare will provide you with valuable information you need to know, and will cover the following:

*What Medicare does and does not cover
*The differences between parts A, B, C and D
*The cost of each
* The difference between Medicare Supplement and Medicare Advantage
* The latest changes to Medicare and Social Security and how they affect your benefits

This workshop will be offered via GoToMeeting on the following times and dates:

Tuesday, May 19th 2020 at 10:00am CST

Thursday, May 21st 2020 at 6:00pm CST

Click Here to Register