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Financial Strategies for Successful Retirement

 

This course will equip you with the facts you need to prepare for a financially secure retirement. Learn to maximize your income and get more from investments. Protect your hard-earned money from inflation, income taxes and erosion due to possible long-term health care needs. This seminar will show you a conservative approach to wise money management and will identify lifestyle issues facing retirees. The instructors provide information that is current, comprehensive and noncommercial. The material is relevant to those in the early stage of retirement planning as well as those who are very close to retirement or just completed retirement.

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This four-week class includes a 235-page illustrated textbook and a comprehensive retirement plan at no additional cost.

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"The instructors were knowledgeable about very valuable information and the cost of the course is reasonable!"
Financial Strategies Participant

"Why is a retirement plan important? 60% of those currently 50 or older are in debt according to an AARP study."

  Sessions  
4 Tue., Oct 22-Nov. 12
6-8:30pm
Location: UWM School of Continuing Education (Click link for directions)
Instructors:
    Paul Westphal, Director - Private Wealth Management
    Laura Petrie
    John W. Ethington, CFP, CPA, Senior VP Investments
Fee: $119 per participant or couple sharing notebook
Discount Information
Program No. 8115-6371
Registration Deadline: Tue., Oct. 22
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  Related Courses  
Financial Strategies for Successful Retirement
 
  Resources  
  Course Outline
 
For more information, contact:
  Kim C. Beck, Director, Arts, Humanities and Science, kcb@uwm.edu, 414-227-3321
 

Features

Summer 2013 Osher Catalog

or download the brochure


Learning Opportunities For Those Over 50
WUWM radio interview with Kim Beck, director of Arts, Humanities and Science, and David Kelling, president of the UWM Osher Lifelong Learning Institute.
Listen to the interview on WUWM


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