Retirement Panning Today®
In this course you will learn: How to manage investment risks, use new tax laws to your advantage, make informed decisions about your company retirement plan, and adjust your estate plan to function properly under the new laws.
Money is only one aspect of retirement planning. This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals.
A 225-page illustrated textbook is included with course fee. Couples may attend together for a single registration fee. Class sizes are limited so register today!
Dates/Times: Two sessions are available - choose the one that best fits your schedule.
Session 1:Tuesdays, September 2 and 9 (6:30pm-9:30pm)
Session 2: Wednesdays, September 3 and 10 (6:30pm-9:30pm)
Fee: $69 for one or two persons from the same household includes book.
Instructors: Joseph A. Herkert, President of Herkert and Associates
SCORE Advising Sessions
SCORE (Service Corps of Retired Executives), founded in 1964, is a non-profit organization dedicated to entrepreneur education and the formation, growth, and success of small businesses nationwide. The University of Wisconsin-Washington County (UW-WC) in Cooperation with the West Bend Economic Development Corporation hosts advising sessions at the UW-WC campus.
SCORE volunteers are both retired and "working" business people. They bring a wealth of knowledge right to your fingertips about starting, managing and maintaining a successful small business.
Advising sessions can be set up by contacting Judy Benike or phone 262-335-5200.
Customized Business Training
Your organization may have training needs not available through traditional programming. The University of Wisconsin Colleges can help. We offer a variety of customized training solutions to fit your specific organizational issues at a time and location convenient to you. UW Colleges provide training support in a variety of areas.
Contact Mary Kurer, Director of Training and Business Development, or phone 262-335-5218.