Join us for
PASSPORT TO RETIREMENT®
This course is ideal for anyone who is:
Thinking about retirement. Starting to think about retirement? This course will help you understand the steps you need to take to ensure a secure future.
Nearing Retirement
If you're close to retirement, you'll gain valuable insights into maximizing your income, minimizing taxes, and protecting your assets.
Recently Retired
If you've just retired, this course will help you manage finances effectively and make the most of your retirement years.
Seeking Financial Security
If you're serious about gaining money management knowledge and working towards your financial security, this course is for you.
About the 2 or 3-week course
This 2 or 3-week course for you and a guest, is an educational and interactive class with real-life examples. An interactive workbook and a Fact-Finding Guide to organize your financial accounts. One-on-One Meeting An optional one-hour meeting with instructors to review goals, analyze investments and answer your financial questions.
CLASS LOCATION
NEW BERLIN RECREATION DEPARTMENT
NEW BERLIN ARC, HEMLOCK ROOM 15321 W NATIONAL AVE. NEW BERLIN, WI 53151-0921TUESDAY CLASSES
TUESDAYS (IN PERSON)
SEP 15, 22 & 29
6:00PM TO 8:00PM
SATURDAY CLASSES
SATURDAYS (IN PERSON)
SEP 19 & 26
9:00AM TO 12:00PM
CLASS LOCATION
PORT WASHINGTON PARK & RECREATION
201 N. WEBSTER STREET PORT WASHINGTON, WI 53074THURSDAY CLASSES
THURSDAYS (IN-PERSON)
OCT 01, 08 & 15
6:00PM TO 8:00PM
SATURDAY CLASSES
SATURDAYS (IN PERSON)
OCT 10 & 17
9:00AM TO 12:00PM
Presented by members of The Association of Financial Educators (AFE) www.afe-usa.org
