Retirement Planning Today - Fall 2025

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

An EEO/AA employer, University of Wisconsin-Extension provides equal opportunities in employment and programming, including Title VI, Title IX, and the Americans with Disabilities Act (ADA) requirements.

To ensure equal access to programs, please make requests for reasonable accommodations as soon as possible and at least 10 business days prior to the program. To request an accommodation, including language interpretation, contact: Dane County Extension at 608-224-3700 or email extension@danecounty.gov.

Como empleador que brinda igualdad de oportunidades en el empleo y acción afirmativa (EEO/AA, por sus siglas en inglés), la University of Wisconsin-Madison Division of Extension, proporciona igualdad de oportunidades en el empleo y en sus programas, incluyendo los requisitos del Título VI, Título IX, la ley federal para personas con discapacidades en los Estados Unidos (ADA, por sus siglas en inglés) y los requisitos de la Section 504 del Rehabilitation Act.

Para garantizar el acceso equitativo a los programas, solicita acomodaciones razonables al menos 10 días antes del evento. Para solicitar una adaptación, incluyendo servicio de interpretación de idiomas, contacta a Alexis Salazar al 608-224-3704 o escribe al correo electrónico salazar.alexis@danecounty.gov.