A large part of our mission at Global View Capital Advisors is education. We pride ourselves on educating individuals, families, and business owners about financial planning, retirement planning, and business planning issues which can affect their financial success; issues which they often do not know that they do not know. That’s why we hold ongoing free events and workshops both online and in various locations around our community.
Events for You
THURSDAY, JULY 9TH
6-7:30pm CST
Location:
Global View Capital Advisors Corporate Headquarters
N14W23833 Stone Ridge Drive, Ste 350
Waukesha, WI 53188
– Directions –
NOTE:
For those outside of Wisconsin who cannot attend in person, a separate Zoom Webinar link will be sent.
Stop Worrying, Start Planning. Don’t Let Worry Be the Theme of Your Retirement Story
With everything happening in the world, there hasn’t been a shortage of uncertainties these past few years. From global conflicts to inflation, to elections and tariffs. And with the ever-changing headlines driving the markets today, you’re likely wondering about the safety of your savings and retirement. You’re not alone. The uncertainty can leave you feeling worried and unsure about the future.
But even in uncertain times, there is a better way forward: face the unknown head-on by having the right plan to navigate your future with confidence.
Please join Chad Albano, Executive Director at Global View Capital Advisors, to learn about how to grow and protect your savings and investments and create a plan to help you get to retirement or retire even more comfortably.
During this information-packed event, Chad will show you how we create highly personalized comprehensive plans for our clients using two unique software tools: RightCapital and Income Lab, two of the most robust financial planning tools available.
You’ll walk away with:
- Peace of mind knowing you have a clear strategy to get to retirement and stay there!
- A process-driven approach that involves probability-based modeling to give you clarity and assurance that your plan is sufficient and sustainable.
- Understanding the risks and pitfalls both retirees and pre-retirees face in retirement and how to mitigate going broke in retirement.
- Strategies that can help protect your assets during severe market declines, as well as retirement income strategies to address longevity concerns.
Gain the clarity you need to move forward confidently. With the right financial plan, you get the feeling of peace and security that comes only from being prepared.
Join us in person at our Waukesha, WI office or by Zoom Webinar (special invitation) on Thursday, July 9th, 2026, at 6:00 p.m. CST.
About Chad Albano
Chad Albano is an Executive Director and part of the Advisory Board of Global View Capital Advisors. He is a Fiduciary Planner who believes in empowering clients by providing them with education, whether it’s advising individuals and families or executive teams at companies.
In his role at Global View, Chad has 3 main areas of focus: Planning for Baby Boomers and pre-retirees, helping companies improve their 401(k) plans and protecting plan sponsors from fiduciary liability, and working with business owners and management teams fill the gaps in their succession plans, key person protection, employee retention and incentive plans.
Prior to his current role, Chad had over 10 years’ experience in various roles within corporate finance and accounting, ranging from tax, financial reporting and planning, distribution, and manufacturing, so he understands the demands on business executives and owners. Chad holds a Bachelor of Business Administration degree in accounting from the University of Wisconsin – Whitewater and passed the Uniform CPA Exam in 1999.
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