Editor’s Note: The following was provided by the University of Wisconsin-Whitewater.
This 3 session workshop focuses on how you may prepare for a comfortable retirement. This course introduces you to concepts and strategies that may help you handle your day-to-day finances, potentially reduce your taxes and manage your investments. What’s more, it will discuss how you can assess your current financial situation and develop a personalized plan that may help you pursue your retirement goals.
Teaching format will be an entertaining and informative educational course developed by CERTIFIED FINANCIAL PLANNER™ , Certified Retirement Counselor® and Accredited Asset Management SpecialistSM professionals with many years of real-world experience. The presenters teach the material in a way that is easy to understand, using real-life examples that may be applied to your situation. The course is presented in a friendly, relaxed atmosphere where your participation and questions are encouraged! This class is designed for adults close to retirement.
Three Wednesday Sessions | 6:00 – 8:30 p.m. CST
- Finance 101 | March 1, 2023
- Social Security & Investments | March 8, 2023
- Medicare, Insurance, & Estate Planning | March 15, 2023
Optional Lab: Complimentary one on one consultation with one of the instructors to apply class concepts to your own personal situation.
Limited to the first 40 registrants or couples sharing a workbook.
Online registration is available here: https://uw-whitewater.ungerboeck.com/prod/emc00/PublicSignIn.aspx?&aat=qMnmG7lRsoXW9nnoh0bFjiUZpbbFP9Em2TFJzMCGJds%3d
Fee – $119 per person or couple sharing a workbook
Included in the Fee: The event fee includes workbook, one instructor consultation, and instruction.
Your online registration and payment are always safe and secure. We accept MasterCard and Visa credit card payments in our online registration system. We will NOT accept credit card payments over the phone. We will accept checks made out to “UW-Whitewater” and mailed to UW-Whitewater Camps and Conferences, 800 West Main Street, Room 2005 Roseman Hall, Whitewater WI 53190.
Confirmation Emails
Once you register to attend an event (including waitlisted), a confirmation email will be sent to your email account. Contact cesevents@uww.edu if you do not receive this confirmation email. You must have a working email address on file with us to be able to receive important announcements and updates about this event.
