This unique and comprehensive course focuses on life planning and financial concepts that are important to active retirees. In straight forward language, this course explains life planning strategies designed to accomplish objectives such as tax-efficient income planning, lifestyle preservation, inflation protection, and providing a legacy. Money is only one aspect of post-retirement planning. This course includes a 143-page illustrated workbook. Designed for Active Retirees (age 64-75).
Your choice of Tuesday or Thursday workshops:
Thursday, September 29 and October 6, 9:30 - 11:30 am, Hyland Hall (room 1301) or
Tuesday, October 4 and October 11, 1:00-3:00 pm, Hyland Hall (room 1001)
$49 for workshop. Each participant is allowed to bring one guest/spouse for free.
A campus map can be found here: http://www.uww.edu/campus-info/campus. Hyland Hall is labeled “HH” and can be located near B4 on the map; the entrance to the building is at 809 W. Starin Road.
Permits are required to park in campus lots. You may purchase a day pass for $2.00 from the Visitor & Parking Services Center, located in lot 7 on the corner of Starin Road and Warhawk Drive. Once you have a pass, you may park in lot 7, which is closest to Hyland Hall. Please note that parking can be tight during weekdays, so allow yourself enough time to buy a pass and find a spot. More information on parking can be found here: http://www.uww.edu/adminaffairs/parking/visitors.
Mark Gustin, QPFC, Financial Advisor,
Private Wealth Management, Robert W. Baird & Co., Inc.
The University of Wisconsin-Whitewater is committed to equal opportunity in its educational programs, activities and employment policies, for all persons, regardless of race, color, gender, creed, religion, age, ancestry, national origin, disability, sexual orientation, political affiliation, marital status, Vietnam-era veteran status, parental status and pregnancy.
If you have any disabling condition that requires special accommodations or attention, please advise us well in advance. We will make every effort to accommodate your special needs.
I understand that the University may take photographs and or videos of event participants and activities. I agree that the University of Wisconsin-Whitewater shall be the owner of and may use such photographs and or videos relating to the promotion of future events. I relinquish all rights that I may claim in relation to use of said photographs and/or videos.