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.


TAX STRATEGIES FOR THE HIGH-NET-WORTH

Efficiently managing your taxes involves many intricate details and strategies — and a clear understanding of any changes to the tax code. To prepare and plan for the year ahead, we would like to invite you to our presentation, 2017 Tax Strategies. Learn new tax tips and receive reminders on key items to help you reduce your liabilities and meet your financial goals.

Tax Strategies Tax Strategies
April 6 @ 10:00 AM April 10 @ 10:00 AM
Thunder Bay
Waukesha, WI
Thunder Bay
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
March 30 & April 6 @ 1:00-3:00 PM April 4 & April 11 @ 9:30-11:30 AM
Mount Mary University
Milwaukee, WI
Mount Mary University
Milwaukee, WI

FINANCIAL SURVIVAL FOR RETIREMENT

This course was developed to give you comprehensive and objective information that you can apply to your specific needs. Studies show Americans are not doing enough to prepare for retirement. This inaction may be explained by retirees’ confusion over the many possible retirement strategies and a feeling they must examine all options. During this course you will learn basic steps you can take now to potentially increase your chances of financial survival in retirement. The practical tools and information provided will help you create a comprehensive retirement strategy. So you can stay with your current plans and hope for the best, you can do nothing or you can take action to further prepare yourself for retirement.

Class fee is $29.00 and spouses are encouraged to attend. Please register by calling 414.409.7226 or fill out the form below.

Financial Survival Financial Survival
March 30 & April 6 @ 6:30 PM April 4 & April 11 @ 6:30 PM
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
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.