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DREAM RETIREMENT PROCESS
Everyone is in business or working towards their dream, but everyone’s dream is different. Some people want to retire and travel the world, some want to fish, garden and spend time with the family, some want to continue working with the freedom to be able to walk away. At the core of everyone’s dream is financial freedom to be able to do what you want, when you want with who you want.
The problem is that financial planning can be confusing.
We live in a world where there is so much information available to us that it becomes noise and it is hard to figure out where to turn to find answers to the top financial questions: How do you reduce taxes? How do you control risk and protect your principle? What are the best ways you can create income in retirement? How do you protect your legacy?
My presentations provide answers to these and other questions business owners, retirees and pre-retirees face today. Our simple, Dream Retirement process gives you the framework needed to create a successful plan that will allow you to meet your goals and live your dream with confidence.
Speaking Topics
SHERPAS, A MAN NAMED BEN AND CONQUERING THE MOUNTAIN OF RETIREMENT: HOW TO NAVIGATE THREE KEY CHALLENGES OF FINANCIAL PLANNING TO REACH YOUR DREAM RETIREMENT
Retirement today isn’t your Grandma’s retirement. Retirement is more about Reimagining Life, it’s about having Financial Security to do what you want when you want with who you want. Retirement Planning can be confusing, frustrating, and even scary at times. With so much information available, how do you find the right information for you to help you conquer the seemingly insurmountable mountain of retirement? In this featured talk, Michelle Bertram brings clarity by identifying three key challenges and how to navigate each challenge so you can reach your dream retirement.
ADVANCE YOUR KINGDOM: SIMPLE STRATEGIES THAT WILL ALLOW YOU TO TAKE CONTROL OF YOUR BUSINESS, GROW YOUR WEALTH AND PROTECT YOUR FUTURE
Are you the king of your business? Are you serving your business or is your business serving you? Michelle Bertram shares powerful insights that she has learned as a business owner that will give you more freedom and control of your business. From marketing to leadership, to communication strategies to tax planning to retirement planning – Discover what it takes to take control of your business and your life.
Note: Each of these topics can be covered individually, in a series or as a whole.
About
“Financial Planning is about more than numbers, it’s about living your dream – having
the freedom to do what you want, with who you want when you want making the impact you want while protecting yourself from life’s uncertainties.” – Michelle Bertram
the freedom to do what you want, with who you want when you want making the impact you want while protecting yourself from life’s uncertainties.” – Michelle Bertram
Michelle along with her mom and business partner, Bev Bertram are authors of the book, Creating Your Dream Retirement and creators of the Dream Retirement Process. Their retirement insights have been shared with retirees and pre-retirees of the Federal government, Wisconsin State employees including local school districts, as well as major corporations including John Deere and Land’s End. Michelle has also written numerous professional articles for both local and national press including Fox Business, Yahoo Finance and The Money Show. She also interviews regularly on the Morning Mess with Scott Thompson on WEKZ.
Michelle is a recognized business leader with thousands of connections online and offline. Michelle runs a Linkedin group, Connected in Madison with a vision to connect area business with the communities they serve, promoting personal growth among all members, creating strong community leaders and providing opportunities for members to grow their business.
In 2018, Michelle had a podcast, The Dream Retirement Show on WIBA.iHeart.com and it was one of the most listened to podcast on the station. Michelle has been asked to share her insights on with local media stations including Madison in the Morning with Robin Colbert. Michelle lives with her two adopted sons, Asa and Asher in Mineral Point. Michelle is very involved with her non-profit, Operation Go which supports four orphanages in Haiti. Her hobbies, when she is not changing the world, including spending time with her boys and enjoying sporting events, cheering on the Pointers, the Badgers as well as other professional teams.
WHAT PEOPLE ARE SAYING
MARY G.
I’ve enjoyed the presentations given by Bertram Financial. Both Michelle and Bev are good presenters. They are warm and friendly, always professional, and genuinely interested in helping people sort out the options in investing and retiring. They cut through the smoke and mirrors to give a balanced look at risks and rewards of different investments. They work to empower their listeners to look at not just dollars and cents but the emotions, expectations, and dreams they have for their investments.
MARY ANN R.
I have attended multiple meetings where Michelle has presented. She is always very knowledgeable in retirement issues. She always make me feel at ease.
LYNETTE
Michelle’s seminars are always very helpful. I appreciated her assistance and her honesty.
KATE M.
I haven’t know Michelle for years both personal
and professional. My experiences have been constantly positive. I have found her presentations to be caring and very knowledgeable. In my opinion they would be outstanding additions to your programs!
and professional. My experiences have been constantly positive. I have found her presentations to be caring and very knowledgeable. In my opinion they would be outstanding additions to your programs!
If my message sounds like it may be a good fit for your audience,
I would love to connect for a call at your first opportunity.
Copyright michelle bertram 2018