Retirement Planning Fundamentals
This 3-session workshop focuses on how you may prepare for a comfortable retirement. This course introduces participants to concepts and strategies that may help handle day-to-day finances, potentially reduce taxes, and manage investments. What’s more, it will discuss how you can assess your current financial situation and develop a personalized plan that may help you achieve your retirement goals. Learn the strategies to help you benefit from a wealth of real-world information and strategies for retirement success.
Objective Education, Real-World Information
Unlike many free, one-to-two-hour workshops that promote specific financial products, Retirement Planning Fundamentals is completely educational. The information you receive is objective and factual, without any references to specific financial products. This course introduces concepts and strategies that may help you make informed financial decisions.
Course Topics
- Financial Basics
- Retirement Income
- Investments
- Risk Management
- Estate Planning
When
Wednesdays: April 22, April 29, and May 6
6:00-8:30 p.m.
Where
Online Live
Cost
Course Fee: $129
When you register, you will receive a comprehensive workbook focusing on money, investing, retirement, and finance that will help you apply and retain the information discussed during the course. The workbook is packed with exercises, practical examples, and charts to help you apply what you learn to your own situation. The workbook is yours to keep, and you will be able to use it as a reference tool for years to come.
Course Instructors
Alexandra Spangler, CFP®, CDFA®
Roger Klumb, CFP®
Charles Fry
Questions?
Contact Continuing Education or call 715.422.5488.
If you have a disability and need accommodations to take part in this activity, please let us know. Contact the event coordinator as soon as possible, ideally 14 days in advance.
