If you are over the age of 55, this class is a must!? Over the course of three weeks we will focus on how you can prepare for a more comfortable retirement. You will be introduced to concepts and strategies that will help you handle your day-to-day finances, potentially reduce your taxes and manage your investments. On the last night of the class, an estate planning attorney will present a section on wills, trusts and probate. You will also be given the opportunity to have a one-on-meeting with a financial advisor. In this meeting you can assess your current financial situation and develop a personalized plan to better pursue your retirement goals. This is an optional offering and is not required.
Tuesday Mar 3, 2020
Tuesday Mar 17, 2020
Tuesdays, March 3, 10, 17, 2020 6 – 8:30 p.m. UW-Green Bay, Sheboygan Campus $54 Individual $99 Couple Includes Class Materials https://www.uwgb.edu/continuing-education/manitowoc-sheboygan/continuing-professional-education/
Melissa Schleicher
(920)663-7337
schleicm@uwgb.edu
Financial Strategies for a Successful Retirement
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