Retirement Planning Fundamentals focuses on how you may prepare for a comfortable retirement. This course consists of three virtual sessions in total and is presented in a friendly, relaxed atmosphere where your participation and questions are encouraged! The material is taught in a way that is easy to understand, using real-life examples that may be applied to your situation. We will introduce 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.
Unlike many free, one-to two-hour workshops that promote specific financial products, Retirement Planning Fundamentals is completely educational. The information you receive is objective and factual, without any references to specific financial products. This course introduces concepts and strategies that may help you make informed financial decisions. However, if you want to discuss specific financial products and services, you may do so during the optional retirement planning consultation.
Whether 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 | Investments Risk Management Estate Planning |
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.
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.
UW-Stout Continuing Education & Conferences welcomes individuals with disabilities and individualized needs. To request accommodations, please contact us at continuinged@uwstout.edu or 715-232-2793. While we encourage requests at least two weeks in advance, we will make every effort to accommodate those made closer to the program date. All requests are confidential.
The Universities of Wisconsin is an EEO/Affirmative Action employer and complies with Title IX and ADA requirements, offering equal opportunities in employment and programming.
Payment Policy
Payment is due by the start of your course, training, or event. To ensure your spot is reserved, please complete payment or make arrangements with the university in advance.
Cancellation Policy
If your plans change, you’re welcome to substitute another participant at no extra charge. Otherwise, refunds are processed as follows:
- Cancellations more than 14 days before the start date:
Full refund. - Cancellations 14 days or fewer before the start date:
An administrative fee of 3% of the registration cost plus $5 will be deducted from your refund. - If you are registered and do not attend:
You are responsible for the full registration fee.
If the university must cancel a program, you’ll receive a full refund.
Contact Us
If you have any questions or concerns, please reach out to us at continuinged@uwstout.edu or 715-232-2793. We’re here to help and may be able to make special accommodations on a case-by-case basis.
