Skip to main content

Retirement Planning Fundamentals

This program provides you with strategies to help you prepare and plan for a comfortable retirement.

Key Program Information
Next Session April 24, 2024 – May 8, 2024
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 
A couple of retirement age smiling at each other.

Who should attend

Community members nearing retirement, already retired, or beginning to develop a retirement plan.

Instructors

  • Headshot of Retirement Planning Fundamentals Instructor Michael Ratkovitch

    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.

  • Headshot of Retirement Planning Fundamentals Instructor Roger Klumb

    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.

  • Headshot of Retirement Planning Fundamentals Instructor Alexandra Spangler

    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.

Disability Accommodations

UW-Eau Claire Continuing Education encourages individuals with disabilities or other special needs to participate in our programs whenever possible. If you require a reasonable accommodation, please notify us at least two weeks in advance of the program so that appropriate arrangements can be made. Contact Continuing Education at 715-836-3636 / toll-free 866-893-2423, or use the Wisconsin Relay System (711). All requests are kept confidential.

An EEO/Affirmative Action employer, University of Wisconsin provides equal opportunities in employment and programming, including Title IX and ADA requirements.

Cancellation Policy

We understand life happens. Should you need to cancel your registration, you may substitute someone to take your place, at any time, at no cost to you. If we cancel a program, we’ll give you your money back.

If your program is 14 or more days away:
You may transfer once to any currently available program – no charge!
If you have to cancel, you will receive a refund, minus a 20% administrative fee.

If your program is less than 14 days away:
You may transfer once to any currently available program, plus a 20% transfer fee.
If you cancel, you will not receive a refund.

If you are registered and do not attend the program, you are responsible for the full fee.

Substitution, refund or transfer requests must be submitted via email or phone call to UW-Eau Claire Continuing Education.

Register Online Register by Phone

Details

Delivery format:
Online

Final registration deadline:

Additional Information

This class will meet on Wednesdays from April 24th to May 8th in the evening, from 6:00 p.m. to 8:30 p.m.

Fee

Standard fee:
$99.00

Fee includes a comprehensive workbook focusing on money, investing, retirement, and finance that will help you apply and retain the information discussed during the course.