How long will my money last during retirement?

Understanding more about this complicated system may help you better understand and advocate for your financial goals.

Select Your Class

$59.00 Course Fee includes 1 course textbook. Bring spouse or guest for free.

Find out how to:

Determine how many years your retirement savings may last

Identify the primary threats to your retirement saving

Calculate the impact of investment choices, rate of return and inflation on your plan

Evaluate and plan for health care, long-term care, incapacity and end of life decisions

What You Receive

Making your money last throughout retirement has never been more challenging. People are living longer and fewer retirees have traditional pensions. In recent years, the volatility of the stock and bond markets has been high and interest rates paid by banks has been low. While most retirees are covered by Social Security, this program also faces financial challenges. This course helps you develop a personalized retirement income plan.

This course includes a financial planning and retirement textbook. It will help you follow along with the presentation and is yours to keep. The examples, illustrations, and checklists in your book make it easy to understand the concepts discussed in class, provide a step-by-step process to apply what you learn, and serve as a convenient reference tool after the course is complete.

While there are many courses available for pre-retirement planning, this unique course focuses on the concerns, issues, and needs of today's retirees. Whether you're planning for many years in the future or looking for immediate answers to financial concerns, this course provides an eye-opening experience.

If your questions are personal or relate to specific financial products, you may arrange to meet privately with your instructor after your course is complete. This is complimentary for class attendees but is not required.

Drake & Associates, LLC, is an independent investment advisory firm that offers a variety of different investment vehicles. Information presented is for educational purposes only and does not intend to make a solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. The views, information, or opinions expressed during these events are solely those of the presenter(s) and do not necessarily represent those of Waukesha County Technical College and its employees. *Any references to protection benefit or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims paying ability of the issuing insurance company.

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Drake & Associates, LLC, is an independent investment advisory firm that offers a variety of different investment vehicles. Information presented is for educational purposes only and does not intend to make a solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. The views, information, or opinions expressed during these events are solely those of the presenter(s) and do not necessarily represent those of Waukesha County Technical College and its employees. *Any references to protection benefit or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims paying ability of the issuing insurance company.

 

Your privacy is paramount. The Financial Educators Network will never contact you or use your information for any purpose other than registration for its courses, confirmation of dates, times and place of the particular course, the dialog between you and the specific instructor to answer any specific questions you might have, and to coordinate the two class sessions and lab session. The Financial Educators Network does not sell your information to other third parties

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