Financial Strategies for a Successful Retirement

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Name: Financial Strategies for a Successful Retirement
Date: March 3, 2020 - March 17, 2020
Event Description:
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.
Sheboygan Campus 1 University Drive, Sheboygan, WI 53081
Date/Time Information:
Tuesdays, March 3, 10, 17, 2020 6 – 8:30 p.m.
Contact Information:
Melissa (920)663-7337
$54 - Individual $99 - Couple Registration Includes take home class materials
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