Retirement Classes

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.


TAXES IN RETIREMENT

Retirement is rated one of life’s most stressful events. Do you have a Retirement Tax Strategy? Many aspects of your everyday life begin to change as you prepare for retirement. One of the biggest changes you are faced with involve your finances. The paycheck you have become accustomed to receiving is no longer coming in. Instead, it is now up to you to decide which accounts you will pull from. Your paycheck may have stopped, but taxes carry on. It is important to know and understand the potential tax implications of selecting which assets in which you draw your retirement income. If you would like more information on how taxes impact your retirement income sources, this workshop is for you.

Taxes in Retirement
August 1 @ 10:30 AM August 2 @ 10:30 AM
Matteo’s Italian Ristorante
Waukesha, WI
Matteo’s Italian Ristorante
Waukesha, WI

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


REJUVENATE YOUR RETIREMENT

Whether your objective is to become more active, give your life a new sense of purpose or make more informed financial decisions, Rejuvenate Your Retirement® has something for everyone. This comprehensive course covers the key issues for today’s retirees. You discover new ways to stay mentally, physically and socially active, as well as learn about important financial topics such as reducing taxes, assessing investment risk, planning for health care needs, and planning your estate. Above all, you discover how to apply this knowledge to help you pursue a more active, healthy and financially secure lifestyle in retirement.

This course focuses on the unique concerns, opportunities, and needs that are important to adults aged 64 or above. Whether you’re planning to retire soon or currently living in retirement and have financial questions, this course is for you.

Class fee is $39.00 and spouses are encouraged to attend. Please register by calling 414.409.7226 or fill out the form below.

Rejuvenate Your Retirement Rejuvenate Your Retirement
Thursdays, Sept. 28 & October 5
at 1:00 – 3:00 PM
Tuesdays, October 3 & 10
at 9:30-11:30 AM
Carroll University
Center for Graduate Studies
Waukesha, WI
Carroll University
Center for Graduate Studies
Waukesha, WI

RETIREMENT PLANNING TODAY

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
Thursdays, Sept. 28 & October 5
at 6:30 – 9:30 PM
Tuesdays, October 3 & 10
at 6:30 – 9:30 PM
Carroll University
Center for Graduate Studies
Waukesha, WI
Carroll University
Center for Graduate Studies
Waukesha, 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.