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Financial Strategies for Successful Retirement

 

Get equipped 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 Wed., July 9, 16, 23, 30
6:00-8:30pm
Location: UWM School of Continuing Education (Click link for directions)
Instructors:
    Paul Westphal, Director - Private Wealth Management
    Richard A. Behrendt, JD, Senior Vice President - Private Wealth Management, Robert W. Baird & Co.
    Wendy Rusch, Reinhart's Trusts and Estates Practice
    Tyler Briggs
$119
Enrollment Limit: 50
Program No. 8115-7509
Registration Deadline: Wed., July 9
 
4 Thu., Oct. 8-29
6:00-8:30pm
Location: UWM School of Continuing Education (Click link for directions)
Instructors:
    Paul Westphal, Director - Private Wealth Management
    Richard A. Behrendt, JD, Senior Vice President - Private Wealth Management, Robert W. Baird & Co.
$119
Discount Available Enrollment Limit: 40
Program No. 8115-7601
Registration Deadline: Wed., Oct. 8
Register Now
 
  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
 

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