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 3-part class, we will dive comprehensively into the topics and numbers so you understand:
• How much money you need to retire
• The effects of inflation on your retirement and decisions
• How to efficiently take your hard-earned dollars out of your accounts
• Planning for income to preserve your cost of living
• Common pitfalls and how to avoid them
• Tax implications and strategies
• Estate planning considerations
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.

Time: 6:00 – 8:00pm
Location: Nicolet Union High School - Room B114
Fee: $40.00R/$50.00NR (per couple)
Min/Max: 3/15
Instructor: Carter Klaas, CFP®

Session: Date: Day: Program#:

I January 8 - 22 Wednesdays 232303-01

II March 6 - 20 Thursdays 232303-02