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Community Corner

Nicolet Rec Dept Offering "Retirement Planning for the Diligent Saver"

Register for this class or any other Nicolet Rec Dept program by visiting: https://winicoletweb.myvscloud.com/webtrac/web/splash.html

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.

Time: 6:00 – 9:00pm
Min/Max: 3/15
Location: Nicolet Union High School - Room B115
Instructor: Carter Klaas, CFP®
Fee: $40.00R/$50.00NR (per couple)

Session: Date: Day: Program#:
III November 12 & 19 Wednesdays 132304-03
IV November 13 & 20 Thursdays 132304-04

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