Retirement Planning Today®

with Ty Bernicke (0.6 CEUs)

Living a ‘rich life’ takes more than money.  This course combines life planning and financial education for those within 10 years of retirement.  The course is also geared for the recently retired who are trying to understand income and investments designed for achieving their retirement goals--while also aligning their money with their values.

This comprehensive, two-night financial course will provide you with specific strategies to make informed decisions regarding your financial future.  Both entertaining and informative, this course provides you with an interactive approach to positioning yourself for retirement success through education.

Course Highlights:

Life Planning – learn the difference between the common retirement stereotype and the nine areas of life influencing
today’s retirees.

Retirement Roadblocks & Mistakes – learn how to avoid the ten most common pitfalls made when managing finances, taxes, and investments during retirement.

Establishing Income – better understand IRAs, Roth IRAs, 401ks, 403bs, and defined contribution plan options and determine eleven ways to potentially save on taxes.

Investments – thoroughly examine the options available when shifting from the accumulation phase to the distribution phase of life, and learn five strategies in managing investment risk.

Risk Management, Asset Protection, and Estate Planning – learn efficient and strategic ways to help prevent loss during retirement and lay the groundwork to establish and protect your legacy.

Date/Time/Location

Monday, October 12 and Tuesday, October 13, 2009
6:00 p.m. to 9:00 p.m.
UW-Eau Claire Campus

Presenter

Ty A. Bernicke, CFP®.  Ty is a Certified Financial PlannerTM Professional and a Registered Principal with Raymond James Financial Services, Inc., Member FINRA/SIPC.  Ty’s published research techniques on investing and retirement planning have been nationally recognized in The Chicago Tribune, The Wall Street Journal, The Los Angeles Times, MSN Money, The Washington Post, Forbes, US News & World Report, and over 50 other publications.  Ty has been a featured guest on CNN’s “In the Money”, CNBC’s “Morning Call”, and CNBC’s “Squawk Box”.  In 2007, Ty was recognized as one of America’s Top 100 Independent Advisors* by Registered Rep Magazine. 

*Based upon production, assets under management, and tenure.   

Fee

The program fee is $59 per registrant and includes one (100 page) seminar binder.  You may bring a spouse or guest at no extra charge.
 
The fee is $79 if participants want to each have their own individual seminar binder.

Transfers/Cancellations
You may cancel your registration up to 5 business days before a program’s start date, and we will refund your payment less a $25 administrative fee.  If you cancel fewer than 5 business days prior to the program start date, no refund will be given.  Full refund will be given if a program is cancelled or filled. You may substitute another person for your registration at any time.  Call the Continuing Education Office (715-836-3636/toll free 866-893-2423) for assistance.

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