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Retirement Income Seminar: Charting a Course to Help Your Money Last

 

How do you intend to spend your retirement?
How will you support your desired lifestyle?

Life expectancies are stretching considerably, and chances are good that you’ll be spending a large portion of your life in retirement. Thus, the way in which you structure multiple income sources, juggle distributions from savings and retirement plans, and invest your funds will help determine whether you will have the money necessary to fund a long retirement.

Please join us at this informative seminar so we can help you make the most of YOUR RETIREMENT

 Please see the course outline for more details.

Course Outline/Topics

In this informative seminar we will discuss several topics including:

  • Primary sources of Retirement Income
  • Sizing up your current situation and sources of income
  • Developing an Investment Strategy
  • Long term care needs
  • Lifestyle and loss of purchasing power
  • Estate conversion
  • Healthcare costs and coverage
  • Social Security
  • Asset Allocation
  • Tax-exempt investing
  • Income providing vehicles

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Notes
The brochure listing of 4-6pm for these classes is incorrect. All Retirement Income sessions are held from 6-8pm as seen on the website. We apologize for the confusion. Thank you!
  Sessions  
Dates and locations to be announced.
Fee: $25
Email us with your interest, contact:
  Mary E Husslein, Project Manager, husslei4@uwm.edu, 414-227-3368
 

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