Join Us
Click above to register. Seats are limited, and registration is required
Focused On People, Not Profits...
As Featured In
Phone: 715.835.6022
Email: melody@keystonecv.com
Website: https://keystonecv.com
© 2026 Retire Wise. All Rights Reserved.
TERMS AND CONDITIONS - PRIVACY POLICY
Insurance products are offered through the insurance business Keystone. Advisory services offered through The Keystone Group, LLC, an Investment Adviser.
This site is not a part of the Facebook website or Facebook Inc. Additionally, this site is NOT endorsed by Facebook in any way.
Neither Jesse Becker nor Keystone Financial are affiliated with or endorsed by the Social Security Administration or any government agency.
This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA.
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Limited Seating, Reservations Required.
Cooper Financial Investments, LLC
3850 E Baseline Rd, Suite 119, Mesa, AZ 85206
Estate & Legacy Planning
What You'll Learn:
How to build an income plan that you nor your family will outlive
Optimization strategies to maximize your estate while increasing your lifestyle today
Properly fund your trust and other state planning vehicles
How to build an estate plan that protects your legacy from probate
Disinherit the IRS from your legacy and estate and preserve your values
Plus much, much more!
Join us for an exclusive, in person workshop and learn from our experts how to avoid the top estate planning mistakes we see everyday.
Click Below to Register
- or -
Estate & Legacy
Planning
BONUS: Dessert & coffee will be served from The Cheesecake Factory as our thank you for joining us!
ABOUT YOUR HOSTS
Jesse Becker
President, CPA, MSA
Jesse, a CPA and MSA graduate from Grand Valley State University, is a seasoned financial advisor at Keystone Financial, experienced in tax planning strategies. His expertise stems from years spent at several public accounting firms in Michigan, where he honed his skills in helping guide clients through complex financial matters.
Raised in Eau Claire within a bustling household, Jesse cherishes the values of strong familial connections and resilience. These values resonate in his approach to financial advising, where he emphasizes personalized strategies that align with each client’s aspirations.
At Keystone Financial, Jesse crafts tailored tax and financial strategies, leveraging his deep understanding of tax and financial principles to empower clients in pursuing their financial goals. Beyond his professional commitments, Jesse and his wife, Hannah, find joy in outdoor activities.
Their engagement extends to their community at The Bridge Church in Eau Claire. Jesse’s commitment to providing personalized financial guidance and his dedication to community values make him a trusted advisor in the Chippewa Valley’s financial landscape.
Limited Seating, Reservations Required.
Cracking The Retirement Code
What You'll Learn:
How to use smart Roth conversions to protect your retirement savings before tax rates rise.
Strategies to close the costly health insurance gap between your early retirement and Medicare eligibility.
Pinpointing your specific distribution age to maximize your lifetime guaranteed payouts.
Turning your 401(k) or traditional IRA lump sum into a reliable, inflation-protected monthly income.
Stress-testing your current portfolio to ensure a market downturn won’t force an accidental "un-retirement."
Crucial estate planning moves to ensure your life's work passes smoothly to your family—not the IRS.
Join us for a complimentary, in person workshop to learn strategic wealth planning to avoid overpaying for taxes and Medicare, so you can leave your legacy for your family—not the IRS.
Thursday, August 20th @ 6:30 PM
Horizons Bar, Grill and Event Center
10764 County Hwy Q, Chippewa Falls, WI 54729
Early Retirement
Melody Schwoerer
Insurance Professional
Melody excels in guiding clients through the often-complex and stressful process of Medicare enrollment, helping to ensure they feel confident and well-informed about their choices. She brings a wealth of experience and a compassionate approach to assisting clients with their healthcare insurance needs.
Melody Schwoerer
Insurance Professional
Jesse Becker
President, CPA, MSA
Thursday, August 20th @ 6:30 PM
Horizons Bar, Grill and Event Center
10764 County Hwy Q, Chippewa Falls, WI 54729
