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      Financial Strategies for Successful Retirement in Sheboygan

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      May 21, 2019

      Tuesday   6:00 PM - 8:30 PM (weekly on Tuesdays for 3 times)

      1 University Drive
      Sheboygan, Wisconsin 53081

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      Financial Strategies for Successful Retirement

      Learn how to make informed decisions about your future, set realistic goals, properly allocate assets, minimize the impact of taxes and inflation, control health care costs, and plan for the transfer of your estate. If you are over the age of 55, this course is a must! This three-week class includes a 235-page illustrated textbook with a comprehensive retirement plan to implement at no additional cost. Dan has invited qualified speakers to cover course topics such as ROTH IRAs and ROTH IRA conversions. On the last night of the class, an estate planning attorney will present the section on wills, trusts, and probate. Couples are invited to attend for one fee.

      Cost: Payment required - $99 for couple/$54 for individual registration

      Categories: Education | University & Alumni

      This event repeats weekly on Tuesdays for 3 times:

      Event details may change at any time, always check with the event organizer when planning to attend this event or purchase tickets.