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Financial Strategies for Successful Retirement

Key Retirement Planning Issues
Get the facts you need to prepare for a financially secure retirement. Protect your hard-earned money from inflation, income taxes and erosion due to possible long-term health care needs. This course shows you a conservative approach to wise money management and identifies lifestyle issues facing retirees. The seminar has been carefully designed to provide the information you need without overloading you with unnecessary financial jargon.

An Optional Personal Plan and Consultation
You will be assigned homework during the course. At your discretion, you submit this homework to the instructor, who will use it to develop your confidential financial analysis. You are entitled to a private retirement planning consultation with the instructor at the end of the seminar. This meeting is your opportunity to analyze your financial situation, help develop your personal financial plan and have your specific questions answered.

Teaching Format
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.

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. Areas of focus include Medicare and individual health insurance products. IHS provides clients with the ... read more

Tyler Briggs, CFP®, AAMS®

Tyler has over twelve 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 a 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. Blaine graduated with a B.A. from Ripon College ... read more

Olinda Ayala

Olinda Ayala began her career in the financial services industry assisting low-income individuals pursuing financial stability in the nonprofit sector. She is an active member of the Empower Me foundation board, the Wisconsin Humane Society advisory board and the finance ... read more

Laura J. Petrie

Laura concentrates her legal practice in the area of estates and trusts. She focuses her personal estate planning practice on the drafting of wills, trusts, powers of attorney and marital agreements – all tailored to her clients’ specific needs. She ... 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

Dates and locations to be announced.

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