This program provides you with strategies to help you prepare and plan for a comfortable retirement.
| Next Session | April 16, 2025 – April 30, 2025 |
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| Schedule | This class meets on Wednesdays, from 6:00 p.m. to 8:30 p.m. |
Sound retirement planning concepts – regardless of income, occupation, or age.
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.
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.
Topics include:
- Financial basics
- Retirement income
- Investments
- Risk Management
- Estate Planning
Who should attend
Community members nearing retirement, already retired, or beginning to develop a retirement plan.
Instructors
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Michael Ratkovitch is a financial advisor at Robert W. Baird & Co. Incorporated and has been teaching retirement planning classes since 2020. He attended the University of Kansas where he earned his bachelor’s degree in finance. Michael believes that a financial plan is an important first step in identifying goals and objectives.
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Roger Klumb is a financial advisor and a CERTIFIED FINANCIAL PLANNER™ at Robert W. Baird & Co. Incorporated. He has been teaching retirement planning classes since 2016. Prior to his career at Baird, which began in 2008, Roger worked as a financial analyst at GE Healthcare. He is a Wisconsin native and an avid Badgers fan. He lives in Pewaukee with his wife and their three sons. Roger enjoys the outdoors, reading, golfing, and a variety of other sports.
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Alexandra Spangler is a financial advisor and a CERTIFIED FINANCIAL PLANNER™ at Robert W. Baird & Co. Incorporated. She has been teaching retirement planning classes since 2021. She believes in a holistic approach to financial planning and customizes portfolios to each client’s specific needs and goals that are constantly evolving. She is originally from the East Coast and enjoys outdoor activities and traveling in her free time.