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.

A “hear it, see it, read it, write it” teaching method makes it easy for you to understand and retain the information covered. The pages of the workbook you receive correspond with the instructor’s presentation materials to illustrate key financial concepts. You will walk through real-life examples that apply to your situation. The class is enlightening and exciting. Attendees may participate and are encouraged to ask questions.

Instructors

Ken Marsh

Ken Marsh founded Individual Health Solutions for the primary purpose of guiding and recommending health insurance options for individuals who are buying their own insurance. Ken’s agency provides clients with the knowledge necessary to make an informed choice about the ... read more

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

Who Should Attend

The material is relevant to those in the early stages of retirement planning as well as those who are very close to retirement or just completed retirement.

The course curriculum is designed for people who are serious about gaining money management knowledge.

Attendees should commit to several evening sessions and a few hours of homework.

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.

Date: 4 Tue., Feb 6-27, 2018

Time: 6-8:30pm

Location: UWM School of Continuing Education

Instructors:
Blaine Gibson CFP®, AWMA®
Ken Marsh
Wendy Rusch
Tyler Briggs CFP®, AAMS®

Fee: $119

Discounts Available

Discount CodeDescription
OSHER

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

Couple

Couples sharing material register as one

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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Discounts Available

CEUs: 0.8

Enrollment Limit: 40

Program Number: 8300-10790

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