CEC 0279 | Financial Strategies for Successful Retirement

$40 flat fee for Single or Couple (Couples will share one login); free to CUW employees.

Key Retirement Planning Issues

Get the facts you need to prepare for a financially secure retirement. Protect your hard-earned money from inflation, income taxes and erosion due to possible long-term health care needs. This course shows you a conservative approach to wise money management and identifies lifestyle issues facing retirees. The seminar has been carefully designed to provide the information you need, without overloading you with unnecessary financial jargon.

An Optional Personal Plan and Consultation

You will be assigned homework during the course. At your discretion, you submit this homework to the instructor, who will use it to develop your confidential financial analysis. You are entitled to a private retirement planning consultation with the instructor at the end of the seminar. This meeting is your opportunity to analyze your financial situation, help develop your personal financial plan and have your specific questions answered.

Teaching Format

A “hear it, see it, read it, write it” teaching method makes it easy for you to understand and retain the information covered. The pages of the workbook you receive correspond with the instructor’s presentation materials to illustrate key financial concepts. You will walk through real-life examples that apply to your situation.

Who Should Attend

This offering is relevant for anyone considering retirement regardless of their age or stage in their career. From individuals or couples who are in the pre- or early stages of retirement planning, to those whose retirement has recently begun, the course curriculum is designed for people who are serious about gaining money-management knowledge for this unique time of life.

Individual Attendees or Couples: Registration is the same for both individual attendees or couples; if registering as a couple, please include your significant other’s name prior to checkout.

Concordia Employees: This course is free to CUW Employees. Email continuing.education@cuw.edu from your university email account to request the discount code prior to checkout.

Four sessions from 6-8:30pm Sept 3, 10, 17, 24

Location:

Mequon Campus; Room PH149

Instructor Info:

Blaine E. Gibson, CFP®, AWMA®
Vice President – RBC Wealth Management

As a Partner and CERTIFIED FINANCIAL PLANNER™ practitioner with over 30 years of experience in the financial services industry, Blaine develops and manages client relationships with a focus on like-minded Community Influencers. Blaine graduated with a B.A. from Ripon College and leads the group’s educational efforts. Blaine holds the CERTIFIED FINANCIAL PLANNER™ certification and Accredited Wealth Management Advisor® certification.