Nicolet Rec Dept Offering "Retirement Planning For The Diligent Saver"

Retirement Planning for the Diligent Saver
Planning for retirement can bring up many uncertainties. Together, we will confront those uncertainties and fears with education. In this 2-part class, we will dive comprehensively into the topics and numbers so you understand:
• How much money you need to retire
• Common pitfalls and how to avoid them
• The effects of inflation on your retirement and decisions
• Tax implications and strategies
• How to efficiently take your hard-earned dollars out of your accounts
• Estate planning considerations
• Planning for income to preserve your cost of living

The material is presented in a way that you can easily apply it to your own situation. Additionally, many real-world examples will be given to show the concepts and planning techniques in action. The cost of the class covers your workbook and materials.

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Date: September 8 & 15
Day: Tuesdays
Time: 6:00 – 9:00pm
Location: Nicolet Union High School - Room A109
Athletic Conference Room
Fee: $40.00R/$50.00NR (per couple)
Program#: 132304-01
Min/Max: 3/15
Instructor: Carter Klaas, CFP®