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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.


"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


Location: UWM School of Continuing Education

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

Fee: $119 ($89 for Osher Members)

Discounts Available

Discount CodeDescription

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.


Discount Available

CEUs: 0.8

Enrollment Limit: 40

Program Number: 8300-8425

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

Registration Deadline: Tue., Oct. 4

Register Now