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Financial Strategies for Successful Retirement

Get equipped with the facts you need to prepare for a financially secure retirement. Learn to maximize your income and get more from investments. Protect your hard-earned money from inflation, income taxes and erosion due to possible long-term health care needs. Learn a conservative approach to wise money management and  identify lifestyle issues facing retirees. The instructors provide information that is current, comprehensive and noncommercial. The material is relevant to those in the early stage of retirement planning as well as those who are very close to retirement or just completed retirement.

Instructors

Wendy Rusch

Wendy’s practice focuses on estate planning, family business planning, retirement planning, prenuptial and postnuptial agreements, and probate and trust administration. She also represents fiduciaries and beneficiaries in estate and trust disputes, and advises clients on a wide variety of estate, ... read more

Tyler Briggs , CFP®, AAMS®

Tyler has more than 10 years of experience in the financial services industry. He uses his expertise as a Certified Financial Planner™ practitioner to provide clients with comprehensive wealth management, helping them to reach their needs and goals. Tyler graduated from ... read more

Blaine Gibson , CFP®, AWMA®

As an Associate Partner and CERTIFIED FINANCIAL PLANNER™ practitioner with over 27 years of experience in the financial services industry, Blaine develops and manages client relationships with a focus on like-minded Community Influencers. In addition Blaine leads the group’s educational ... read more

Paul Westphal, CIMA®

With more than 20 years of experience in financial services, Paul provides comprehensive wealth management strategies designed to assist clients in the pursuit of their needs and goals. After graduating with a B.B.A. in finance and real estate from UW-Milwaukee, Paul ... read more

Testimonials

"The instructors were knowledgeable about very valuable information and the cost of the course is reasonable!"  —  Financial Strategies Participant

All sessions are Face-to-Face unless otherwise noted.

4 Tue., Oct. 4-25

6-8:30pm

Location: UWM School of Continuing Education

Instructors:
Wendy Rusch
Tyler Briggs CFP®, AAMS®
Blaine Gibson CFP®, AWMA®
Paul Westphal CIMA®

Fee: $119 ($89 for Osher Members)

Discounts Available

Discount CodeDescription
OSHER

Current UWM Osher Lifelong Learning Institute members receive a $30 discount. Just enter the Code OSHER when registering.

Early registration discounts will subtract automatically from the fee if the registration is submitted prior to the deadline. All other discounts require the code in the left column to be entered on the registration form. Only one discount code can be entered on a registration form.

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Discount Available

CEUs: 0.8

Enrollment Limit: 40

Program Number: 8300-9425

Note: 2nd part of a couple registering is free, if they share materials.

Registration Deadline: Tue., Oct. 4

Register Now

4 Tue., Feb. 7-28, 2017

6-8:30am

Location: UWM School of Continuing Education

Instructors:
Wendy Rusch
Tyler Briggs CFP®, AAMS®
Blaine Gibson CFP®, AWMA®
Paul Westphal CIMA®

Fee: $119

CEUs: 0.8

Enrollment Limit: 40

Program Number: 8300-9827

Registration Deadline: Tue., Feb. 7, 2017

Register Now