Planning Your Retirement

Edgewood College

Part 1: July 10th @ 6:30 pm – 8:30 pm 

Part 2: July 17th @ 6:30 pm – 8:30 pm 

An Academic Course Teaching The Foundations For a Sound Retirement

This comprehensive retirement course is being offered free of charge at Edgewood College as a community service for those in the early stages of retirement and for those about to retire. This course addresses difficult retirement topics such as Retirement Income and Retirement Tax Planning, Social Security Maximization Strategies, Long Term Care, Legacy Planning and the pitfalls to avoid throughout the retirement years. You will receive financial tools to help you better understand risk, taxes, budgeting, and estate planning

What You Will Learn:

  • Why so many retirees are in danger of outliving their money, and steps you can take to help avoid it.
  • How to properly plan for rising healthcare costs, inflation and higher interest rates during retirement.
  • Understanding the risks involved with different types of investments and how to allocate assets based on your personal risk tolerance.
  • The sources of retirement income – including updates on Social Security — and how to build a solid retirement income plan of your own.
  • The rules, regulations and tax consequences of Qualified Plans (IRA, 401k 403b) and how to manage them.
  • Key questions you should ask any financial advisor.
  • Getting your estate in order: understanding wills, trusts, probate and tax–efficient distribution to your heirs.
  • And much more!

Who Should Attend?

  • Individuals and couples between the ages of 50 and 70.
  • Those concerned about our financial markets & wanting to prepare for the next recession.
  • Investors looking for other perspectives or ideas.
  • Baby Boomers looking for guidance based on recent academic research.

Why Now?

  • The 6 basic traditional rules of thumb for retirement may no longer apply.
  • Global market instability and volatility necessitates acton.
  • Recent research indicates a different approach to retirement planning could be beneficial.
  • You only get one shot at retirement. Make it count.


Jul 10 2018 - Jul 17 2018


06:30 PM



More Info



Edgewood College
Deming Way Campus: 1255 Deming Way, Madison, WI 53717


Empowered Financial Management
Investment advice is offered by Horter Investment Management, LLC, a Registered Investment Adviser. Insurance and annuity products are sold separately through Empowered Wealth Management, Inc. and Empowered Financial Management, LLC. Securities transactions for Horter Investment Management clients are placed through Pershing Advisor Solutions, Trust Company of America, Jefferson National Monument Advisor, Fidelity, Security Benefit Life, FC Stone and Wells Fargo.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The Social Security Decisions report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

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