Discover the keys to a successful retirement and gain valuable insights from experts in the field. Whether you’re just starting to plan or looking to refine your strategy, this class can help. You will learn about maximizing Social Security benefits, investment strategies, healthcare considerations, and much more. You’ve worked hard to provide for your family and save for your future. Learn how to define your long-term goals, keep more of what you earn, and make your money work harder for you. You will leave the class with practical information that you can apply immediately.

This two-part series is hosted by Dane County Extension and taught by a team of financial advisors from Wealth Distribution Strategies, using the Retirement Planning Today textbook from the Financial Educators Network. Additional guest speakers from Wilson Law Group and Boardman Clark cover the legal questions.

A spouse, partner, or guest may attend with you for a single registration fee of $75. The fee includes a hard copy of the Retirement Planning Today textbook to be distributed in class. The UW Extension publication Family Estate Planning in Wisconsin is also available as a digital download for free, or as a hard copy for $8.00 to be added to your class registration and picked up in class.

Topics

• Estate Planning – Framing your family’s future
• Life Planning for Retirement – Preparing for the modern retirement system
• Retirement Needs & Expenses – Ensuring your retirement plan will meet your requirements
• Potential Roadblocks & Mistakes – Avoiding waste and recognizing action areas
• Retirement Income Sources, Investments, & Distributions – Understanding your available options
• Risk Management & Asset Protection – Establishing a safe, healthy, and secure retirement

Date Options

This course consists of two three-hour sessions. Classes start at 6:30pm and end at 9:30pm.

• Wednesdays 1/22 and 1/29
• Thursdays 1/30 and 2/6
• Mondays 2/3 and 2/10
• Wednesdays 2/12 and 2/19
• Mondays 2/24 and 3/3
• Tuesdays 3/4 and 3/11

Questions about this class can be directed to our extension team:
608-224-3700 or extension@danecounty.gov

An EEO/AA employer, University of Wisconsin-Extension provides equal opportunities in employment and programming, including Title VI, Title IX, and the Americans With Disabilities Act (ADA) requirements.

To ensure equal access to programs, please make requests for reasonable accommodations at least 10 days prior to the program. To request an accommodation, including language interpretation, contact: Clare Dahl, 608-224-3722.