Retirement Planning Today

sprouts coming out of stacks and a jar of coins

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. The cost includes a 225-page illustrated textbook called Retirement Planning Today, to be distributed in class.

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. John Haslam from Wilson Law Group will discuss Estate Planning and can answer legal questions.

Topics

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.

Estate Planning

Framing your family’s future. Personal decisions that affect you, your family, and your loved ones even while still living.

Dates, Times, & Register

This course is held over two, three-hour sessions. When registering, you will choose one set of the six options listed below.

Classes start at 6:30pm and end at 9:30pm.

Register
  • Wednesdays 9/16 & 9/23
  • Tuesdays 9/22 & 9/29
  • Mondays 9/28 & 10/5
  • Thursdays 10/15 & 10/22
  • Wednesdays 10/21 & 10/28
  • Mondays 10/26 & 11/2

Cost

$75 – Includes 1 guest

Location

UW–Madison Extension Dane County

5201 Fen Oak Dr | Madison, WI

Add-On

Family Estate Planning in WI

FREE or $15 hard copy

Questions?

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

To ensure equal access to programs, please make requests for reasonable accommodations at least 15 days prior to the program. To request an accommodation, including language interpretation, contact: Clare Dahl, 608-224-3722.

Register