Free
Retirement
Course @ Madison Area Technical College - Goodman South Campus
Retire Ready & Estate Planning 101
October 24
(Saturday)
10:00 AM - 11:30 AM
Master the Basics of Retirement and Estate Planning.
Retirement planning is about more than knowing when you can retire. This class will cover the basics of preparing for retirement while also introducing important estate planning topics everyone should understand. Learn about creating an income plan, protecting what you’ve worked for, beneficiary designations, wills and trusts, powers of attorney, and other key pieces of a successful retirement plan.
Join us to learn what you should have in place to help make your retirement, and your legacy, more secure.
During this retirement course, you will discover:
• Introduction to retirement and how the retirement landscape has changed
• The potential major risk to your retirement including living longer than you planned, Social Security, healthcare, inflation, and more.
• A risk managed approach for retirement.
• Key steps to safeguard your loved ones and provide lasting financial security.
• Safeguard what you leave behind from unexpected life events.
• Explore how thoughtful estate planning can go beyond asset distribution to reflect your values, support future generations, and provide peace of mind.
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Attendees have told us they wished they would have attended a course sooner; don't miss out! Start building a better retirement today.
Yes, I want to learn! No thanks