• Continuing Education: Financial Strategies for Successful Retirement

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    Name: Continuing Education: Financial Strategies for Successful Retirement
    Date: September 27, 2018
    Time: 6:00 PM - 8:30 PM CDT
    Event Description:
    Course description: Learn how to make informed decisions about your future, set realistic goals, properly allocate assets, minimize the impact of taxes and inflation, control health care costs, and plan for the transfer of your estate. If you are over the age of 55, this course is a must! This three-week class includes a 235-page illustrated textbook with a comprehensive retirement plan to implement at no additional cost. Dan has invited qualified speakers to cover course topics such as ROTH IRAs and ROTH IRA conversions. On the last night of the class, an estate planning attorney will present the section on wills, trusts, and probate. Couples are invited to attend for one fee.
    Location:
    UW-Milwaukee at Washington County 400 University Drive West Bend, WI 53095
    Date/Time Information:
    Class will meet every Thursday, September 27- October 11 6:00-8:30pm
    Contact Information:
    UW-Milwaukee at Washington County Continuing Education 262-335-5208
    Fees/Admission:
    $110
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