Retirement Planning

Pennies on top of soil growing plants

This fall, discover the keys to a successful retirement and gain valuable insights from experts in the field. Whether you’re just starting to plan or looking to refine your strategy, this class can help. You will learn about maximizing Social Security benefits, investment strategies, healthcare considerations, and much more. You’ve worked hard to provide for your family and save for your future. Learn how to define your long-term goals, keep more of what you earn, and make your money work harder for you. You will leave the class with practical information that you can apply immediately.

This two-part series is hosted by Milwaukee County Extension and taught by a team of financial advisors from Wealth Distribution Strategies, using the Retirement Planning Today textbook from the Financial Educators Network.

A spouse, partner, or guest may attend with you for a single registration fee of $75. The fee includes a hard copy of the Retirement Planning Today textbook to be distributed in class. The Extension publication Family Estate Planning in Wisconsin is also available as a digital download for free.

Topics

  • Life Planning for Retirement – Preparing for the modern retirement system
  • Retirement Needs & Expenses – Ensuring your retirement plan will meet your requirements
  • Potential Roadblocks & Mistakes – Avoiding waste and recognizing action areas
  • Retirement Income Sources, Investments, & Distributions – Understanding your available options
  • Risk Management & Asset Protection – Establishing a safe, healthy, and secure retirement
  • Estate Planning – Framing your family’s future

Location

Lake Lounge, 17975 West Sarah Lane Brookfield, WI 53045

Dates

This course is held over two three-hour sessions. Classes start at 6:30pm and end at 9:30pm.

  • Wednesdays 9/24 & 10/1
  • Tuesdays 10/7 & 10/14
  • Wednesdays 10/15 & 10/22
  • Mondays 10/20 & 10/27
Register

Questions?

Questions about this class can be directed to Tahnee at 414-488-7724 or tahnee.aguirre@wisc.edu.

To ensure equal access to programs, please make requests for reasonable accommodations at least 10 days prior to the program. To request an accommodation, including language interpretation, contact Tahnee: tahnee.aguirre@wisc.edu, 414-488-7724.