Retirement Classes

If you’re like most Americans, you unknowingly learned your financial and lifestyle habits from your parents, spouse, or friends. Most of us are not financially prepared. Due to recent changes in tax laws, revised social security policies, and a shift toward employee-directed retirement plans, the need for financial and retirement education has never been greater.


Retirement can be full of questions and it’s common for retirees and those approaching retirement to have fears about maintaining a comfortable lifestyle in an era of volatile markets and rising costs. We designed this presentation to discuss 6 of the common “What Ifs” of retirement and present some strategies to address them.

What if …

I Live Too Long?
I Face a Major Market Correction?
I Need More Income?
Taxes Go Up?
Inflation Is High?
I Die Too Early & Leave My Spouse Alone?

6 What Ifs of Retirement Planning 6 What Ifs of Retirement Planning 6 What Ifs of Retirement Planning
May 3 @ 10:00 AM June 6 @ 10:30 AM June 7 @ 10:30 AM
Fleming’s Steakhouse
Brookfield, WI
Maggiano’s Little Italy
Wauwatosa, WI
Maggiano’s Little Italy
Wauwatosa, WI

Please register by calling 414.409.7226 or fill out the form below.


Retirement Planning Today® is designed for adults looking to retire anytime within the next 15 years. The course address financial issues that pertain to the self-employed as well as employees of corporations and government agencies. The course is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire next year or 15 years from now, the information you learn in this class can deliver rewards throughout your lifetime.

​In simple language, this course explains time-tested strategies that help you to make informed financial decisions. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, this course helps you plan your future with confidence.

Class fee is $49.00 and spouses are encouraged to attend.

Retirement Planning Today Retirement Planning Today
May 11 & 18 @ 6:30-9:30 PM May 16 & 23 @ 6:30-9:30 PM
Mount Mary University
Milwaukee, WI
Mount Mary University
Milwaukee, WI

Seats fill up quickly! Please call or register today!

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.