Justus Morgan teaching Retirement Planning Today® mini-course at UW-Parkside
Justus Morgan will once again be teaching the Retirement Planning Today® content, offered through UW-Parkside’s mini-course curriculum. The program is open to the public.
The program offers six hours of face-to-face instruction over two sessions (Thursdays February 27 and March 5 – 6 p.m. to 9 p.m. OR Saturdays February 22 and February 29 – 9 a.m. to Noon) at the UW-Parkside campus. This is a popular session and advance registration is required.
“I’m so excited to continue bringing this program to our community,” said Justus. “Sometimes people may feel they need some help with critical decisions around their retirement and this course may help answer some of the questions they have.” It may also whet the appetite for learning more about financial life planning in general.
“We believe more informed consumers make better decisions about their retirement and other aspects of their financial well-being,” he said. Financial Service Group is committed to helping educate and elevate the awareness, understanding, and adoption of financial life planning strategies that serve the goals of families.
The cost of the program is $59 per person and $79 for couples attending together.
Retirement Planning Today® offers something for everyone. Regardless of how far or near retirement is for you, this course will teach you how to build wealth and align your money and values so you can realize your retirement dreams. The information you learn will help you throughout your working and post-working life and is appropriate for people who are self-employed and for employees of corporations or government agencies. This course includes a 223-page illustrated textbook. Couples may attend together for a single registration fee. Class sizes are limited so register today.
As a result of attending Retirement Planning Today® you will be prepared to:
•Create a vision for your life once work isn’t your primary job anymore;
•Determine how much money you will need to retire;
•Identify and avoid making mistakes that can cost you money, time and peace of mind;
•Understand the options and decision variables of various retirement income sources and how to minimize taxes on them;
•Learn about cash accounts, stocks, bonds, mutual funds, exchange traded funds and other investment vehicles and how to manage investment risks;
•Protect yourself from large financial loss prior to or during retirement;
•Ensure your estate plan accomplishes what you want it to and minimizes income, gift, and estate taxes, avoids delays and ensures liquid assets after your death.
Visit this link to register for either of the two-day sessions.
article updated 1/13/2020