Continuing Education

Online Retirement Planning Fundamentals

This 3-session workshop focuses on how you may prepare for a comfortable retirement. This course introduces you to concepts and strategies that may help you handle your day-to-day finances, potentially reduce your taxes, and manage your investments. What’s more, it will discuss how you can assess your current financial situation and develop a personalized plan that may help you pursue your retirement goals.

The teaching format will be an entertaining and informative educational course developed by CERTIFIED FINANCIAL PLANNER™, Certified Retirement Counselor®, and Accredited Asset Management SpecialistSM professionals with many years of real-world experience. The presenters teach the material in a way that is easy to understand, using real-life examples that may be applied to your situation. The course is presented in a friendly, relaxed atmosphere where your participation and questions are encouraged! This class is designed for adults close to retirement.

Three Courses on Wednesdays | 6:00 - 8:30 p.m. CST

Early Fall Sessions:

  • September 11, 2024 | Finance 101, Taxes, & Income Sources in Retirement
  • September 18, 2024 | Social Security & Investments 
  • September 25, 2024 | Insurance, Medicare, & Estate Planning

    Optional Lab: Complimentary one-on-one consultation with one of the instructors to apply class concepts to your situation.

    Limited to the first 50 registrants or couples sharing a workbook, per session.


    To register for this event and secure your spot, click the link below and complete the online registration form before Wednesday, September 4, 2024. Our events tend to sell out quickly, so it's recommended to register as soon as possible. If the event is already sold out, you can choose to register for the waitlist at no charge. If a spot becomes available and you are next on the waitlist, you will receive an email notification. You will have three days (or less, as indicated in the email) to respond and accept the open spot.

    We do NOT accept walk-up registrations at event check-in.

    Early Fall Session | Click Here To Register

    Registrants will be asked the following questions in the registration. Please have the information prior to registering:

    Participant details: Legal first & last name, preferred first name, country, address, city, state, postal code, county, email, phone, pronouns, how did you hear about this event, and accommodations/comments

    Acknowledgments: I understand the refund/cancelation policy, I have met all the minimal tech requirements, I understand CES is not responsible for troubleshooting technology software, I agree to the code of conduct


    Credit Card

    Your online registration and payment are always safe and secure. We accept MasterCard and Visa credit card payments in our online registration system. We will NOT accept credit card payments over the phone. We will accept checks made out to "UW-Whitewater" and mailed to UW-Whitewater Camps and Conferences, 800 West Main Street, Room 2005 Roseman Hall, Whitewater WI 53190.


    Confirmation Emails
    Once you register to attend an event (including waitlisted), a confirmation email will be sent to the email address you registered with. Contact cesevents@uww.edu if you do not receive this confirmation email. You must have a working email address on file with us to be able to receive important announcements and updates about this event.

    No refunds are available for this event. All cancellation requests must be submitted to cesevents@uww.edu.

    We reserve the right to cancel any event due to low enrollment; in this case, all fees paid will be refunded.

    Cost Information

    Fee - $119 per person or couple sharing a workbook

    The event fee includes a workbook, one instructor consultation, and instruction.   

    Cancellations and payments: All registrant accounts must be paid in full 21 days prior to the start of the event. Registrants with outstanding balances after payment is due in full are subject to being removed from the event roster without a refund. Please contact Continuing Education Services at cesevents@uww.edu prior to this deadline if extenuating circumstances prevent you from completing a payment.

    In the event of a cancellation, Continuing Education Services should be notified no later than 21 days before the start of the event to receive a refund, less a 20% administration fee. Cancellation requests received less than 21 days from the start of camp will receive a refund minus a 50% late cancellation fee. Cancellations due to medical reasons will receive a full refund, less the deposit if the cancellation is requested and medical documentation is provided prior to the start of the event. Valid medical cancellations must include a signed letter from a licensed physician to qualify. NO REFUNDS will be given for withdrawal due to early departures, disciplinary reasons, or no-shows after the camp has started. 

    All cancellation requests must be submitted to cesevents@uww.edu provide the registrant’s name, camp title, and medical documentation, if applicable. Refunds will be returned to the name and address of the payer. 

    We reserve the right to cancel any event for any reason; in such case, all fees paid will be refunded, or contact cesevents@uww.edu for alternate arrangements.

    For participants who will be receiving a sponsorship to attend this event, please follow these steps to redeem your sponsorship:

    • Register for the event and use the promo code provided by your sponsor during checkout.
    • The sponsorship amount will be deducted from your invoice. Any remaining balance will be the participant's responsibility.
    • If you need to cancel your registration, please note that the sponsorship funds will be returned to the supporting organization.

    Please note that any qualifying discounts given by the event will not be applied after you have paid in full. Be sure to use the promo code during checkout to receive your discount. You will be charged if you do not qualify for the requested discount at the start of the event.

    If a refund is issued due to overpayment on your account, a processing fee will be assessed.

    If you have received an award or scholarship without a promo code or want to use two promo codes, please call Continuing Education Services at 262-472-3165 or email cesevents@uww.edu before registering to avoid overpayment fees.

    Want to Sponsor a Registrant?
    If you would like to sponsor a registrant and cover all or partial fees, you can request a promo code to give to your chosen registrant. Get more information about sponsoring a registrant.

    Workshop Details

    Optional complimentary lab consultation: After the last class session, you will have the opportunity to meet privately with one of your instructors. During the lab, you can ask specific questions regarding your personal financial needs and objectives and review your retirement strategy.

    Course Workbook: When you attend, you will receive a comprehensive workbook focusing on money, investing, retirement and finance that will help you apply and retain the information discussed during the course. The workbook is packed with exercises, practical examples and charts to help you apply what you learn to your own situation. The workbook is yours to keep, and you will be able to use it as a reference tool for years to come.

    Who Should AttendWhether you are nearing retirement, already retired or beginning to develop a retirement plan, you can benefit from a wealth of real-world information and strategies for retirement success. These strategies can help you make the appropriate choices when confronted by investment alternatives, insurance coverage, increasing health care costs, tax-reduction methods and proper disposition of your estate at death. The course material is relevant to anyone who would like to educate themselves on sound retirement planning concepts – regardless of income, occupation or age.

    Financial Basics

    • Retirement Income: Perception and Reality
    • 12 Costly Errors in Planning for Retirement
    • Setting Financial and Lifestyle Goals
    • How to Calculate Retirement Needs
    • Taxes and Using Tax Laws to Your Advantage
    • Capital Gain/Loss Rules and Strategies
    • Taxation of Investments and Accounts

    Risk Management

    • Ways To Manage Risk
    • Disability Insurance
    • Liability Umbrella Insurance
    • Medicare/Healthcare
    • Paying for Long-Term Care
    • Life Insurance

    Retirement Income

    • Employer Retirement Plans
    • Distribution Options
    • Required Minimum Distributions
    • Traditional IRAs and Roth IRAs
    • Converting IRAs to Roth IRAs
    • Stretch IRA Strategy
    • Social Security Strategies
    • Social Security Spousal Benefits
    • Other Sources of Retirement Income
    Estate Planning
    • Importance of Estate Planning
    • Estate and Transfer Taxes
    • Important Estate Documents
    • Role of a Will and Probate
    • Ways to Avoid Probate
    • Trusts

    Investments

    • Goals-Based Investing
    • Emergency and Cash Reserves
    • Stocks and Bonds
    • Mutual Funds, ETFs and SMA
    • Variable Annuities/Index Annuities
    • Investment Risks
    • Risk Management Strategies

    Instructors

    Sulay Ringwala

    Sulay Ringwala, CFP®, CDFA® 
    sringwala@rwbaird.com
    (678) 762-3017

    Roger Klumb

    Roger Klumb, CFP®
    rklumb@rwbaird.com
    (414) 298-1728

    Alexandra Spangler

    Alexandra Spangler, CFP®, CDFA® 
    aspangler@rwbaird.com
    (414) 298-5290

    Prior to Attending Information

    Login to Online Session

    A few days prior to the event you will receive an email from the director indicating the steps you will need to take to join this event. Please contact cesevents@uww.edu if you do not receive this email 24 hours before the event starts.

    By registering for an event, you agree to our Registration Terms and Conditions. UW-Whitewater will hold all registrants responsible for their conduct. Serious misconduct or disruption will lead to immediate dismissal from event. Registrants dismissed from the event will not receive a refund. Please review the Terms and Conditions for more details.

    We receive many questions from registrants. We have prepared a page with answers to our frequently asked questions about registering and attending an event.

    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.

    By registering for this event you understand that the University may take photographs and or videos of event participants and activities. You will be required to agree at the time of registration 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. You will relinquish all rights that you may claim in relation to the use of said photographs and/or videos. Any media shared with the University of Wisconsin-Whitewater on social media or use of its hashtags grants the University use of media for any purpose.

    What You Will Need to Attend

    • A computer, tablet, or smartphone
    • A reliable internet connection (hard-wired connections work best)
    • A microphone (external mics preferred)
    • Webcam

    Webex will be the hosting platform for this event. Meeting links for joining will be available a week prior to the event. We will email you and provide the link to access sessions.  

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