Retirement Planning Today - Fall 2025
Event description
Discover the keys to a successful retirement and gain valuable insights from experts in the field. Whether you're just starting to plan or looking to refine your strategy, this class can help. You will learn about maximizing Social Security benefits, investment strategies, healthcare considerations, and much more. You've worked hard to provide for your family and save for your future. Learn how to define your long-term goals, keep more of what you earn, and make your money work harder for you. You will leave the class with practical information that you can apply immediately.
This two-part series is hosted by Dane County Extension and taught by a team of financial advisors from Wealth Distribution Strategies, using the Retirement Planning Today textbook from the Financial Educators Network. Additional guest speakers from Wilson Law Group and Boardman Clark cover the legal questions.
A spouse, partner, or guest may attend with you for a single registration fee of $75.
Add-On
The course includes a 225-page illustrated textbook called Retirement Planning Today, to be distributed in class. An additional UW-Extension publication called Family Estate Planning in Wisconsin is available as a digital download for free or as a hard copy for $15.00, which can be added at registration, and will be picked up in class.
Topics
Life Planning for Retirement - Preparing for the modern retirement system
Retirement Needs & Expenses - Ensuring your retirement plan will meet your requirements
Potential Roadblocks & Mistakes - Avoiding waste and recognizing action areas
Retirement Income Sources, Investments, & Distributions - Understanding your available options
Risk Management & Asset Protection - Establishing a safe, healthy, and secure retirement
Estate Planning - Framing your family’s future
Class Dates
This course is held over two three-hour sessions. Classes start at 6:30pm and end at 9:30pm.
Thursdays 9/18 & 9/25
Wednesdays 9/24 & 10/1
Mondays 9/29 & 10/6
Tuesdays 10/7 & 10/14
Thursdays 10/16 & 10/23
Mondays 10/20 & 10/27
The University of Wisconsin–Madison Division of Extension provides equal opportunities in employment and programming in compliance with state and federal law.
You may request an interpreter, materials in an alternative language or format, or other services to make this event more accessible, by contacting Clare Dahl at clare.dahl@wisc.edu or 608-224-3722 by September 10, 2025. There’s no added cost to you for these services.
Tickets for good, not greed Humanitix dedicates 100% of profits from booking fees to charity
