You're invited to our Educational Chat: 'Empowering Women" with Tina Alfini, CDFA®!
Thursday, November 13th
10 A.M.
Office Location:
20965 Crossroads Circle,
Waukesha, WI 53186
We encourage men, women & couples to attend this event as well- understanding these strategies together helps build a stronger retirement plan.
What to Expect to Learn💡
👩💼 Women & Retirement Realities – Explore the unique financial challenges women face, from longer life expectancy to smaller lifetime savings.
📉 Income After Loss – Learn how losing a spouse impacts Social Security, taxes, and income — and how to plan ahead.
💼 Life Insurance & Legacy – Discover how proper planning can create tax-free income and protect your lifestyle.
📈 Smart Rollovers & Pensions – Understand your options for managing employer plans and optimizing retirement income.
🧭 Managing Market Risk – Learn strategies to rebalance, reduce risk, and safeguard your nest egg.
This educational overview is designed to help you make informed, confident decisions for your retirement future.
Meet Your Host: Tina Alfini, CDFA®
Tina Alfini, CDFA®, originally from the Chicago area, has called Wisconsin home since graduating from the University of Wisconsin–Madison with a degree in Education. After teaching in Milwaukee and Lake Country, she focused on raising her two sons, Michael and Dylan, while pursuing certifications in holistic health and wellness as a nutrition coach, personal trainer, yoga, and group fitness instructor.
With a holistic approach, Tina transitioned to financial and retirement planning with Drake and Associates.Licensed in insurance and securities since 2017 and a Certified Divorce Financial Analyst (CDFA®) since 2020, Tina is passionate about educating clients to confidently navigate significant life changes.
Outside of work, Tina enjoys spending time with family and friends, dancing to live music, being active outdoors, and teaching yoga and meditation. In the summer, you'll find her doing stand-up paddleboard yoga on Pewaukee Lake.
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