CEC 0279-Fall 2026 | Financial Strategies for Successful Retirement
Oct 6, 2026 - Oct 27, 2026
Sorry! The enrollment period is currently closed. Please check back soon.
Full course description
Course: CEC 0279 | Financial Strategies for Successful Retirement
- Individual Attendees or Couples: $40 registration is the same for both individual attendees or couples; if registering as a couple: complete checkout for yourself, then after checkout, please email continuing.education@cuw.edu noting that you intend to bring your spouse. Please include your name, the name of the course, and the name and email of your spouse.
- 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. Please note, you MUST also use your CUW email address to register (Click "Have an Account?" when registering to use your existing Canvas account)
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 presenter, who will use it to develop your confidential financial analysis. You are entitled to a private retirement planning consultation with the presenter 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 presenter’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.
Schedule & Location:
RBC Wealth Advisor-4 sessions from 6-8:30pm Oct 6, 13, 20, 27
Room: Pharm 149, Mequon Campus
Presenter Bio:
Walter Taylor III
Financial Advisor
WE Wealth Management Group | RBC Wealth Management
Walter Taylor III graduated from University School of Milwaukee (USM) before earning a BBA from Benedictine University, double majoring in International Business and Economics with a minor in Mandarin Chinese.
Five years ago, Walter began his finance career at Baird's Milwaukee headquarters, where his roles as Business Transformation Analyst and Client Specialist provided deep insight into Private Wealth Management. Today, as a financial advisor with RBC Wealth Management, Walter creates financial plans for key clients.
Within the RBC’s WE Wealth Management Group, Walter leads the Next Gen initiative, focusing on the future of the organization. He also manages their social media presence, ensuring technology is used efficiently, and oversees team events designed to foster education, communication, and camaraderie among clients and the broader community.
Outside of work, Walter gives back through several civic commitments. He mentors and coaches students at his alma mater, USM, sits on the board of directors for Safe and Sound, and is an active member of the Greater Milwaukee Foundation's Community Adviser and Ambassador Network (CAAN) program. In his personal time, Walter enjoys hiking with his wife, attending concerts, and participating in sports leagues with friends.