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A Holistic Approach to Financial Planning For Retirement

A Holistic Approach to Financial Planning For Retirement #918

Category: Finance

Type: In-person

Start date: May 4, 2022

End date: May 25, 2022

Location: WCTC Waukesha Campus


No coordinator assigned


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As a Principal at Jungen & Co.—Financial Advisors, your instructor for this course examines issues crucial to maintaining financial independence during retirement. Topics include: identifying and prioritizing personal and financial objectives; managing risk with effective asset allocation strategies; the markets, economy and investment opportunities; managing tax reduction and tax awareness investing; planning IRA rollovers and distributions; preserving and transferring your estate effectively; planning for long-term care and not outliving assets; and coordinating income needs, asset allocation and tax strategies.

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Address: 327 E Broadway, Waukesha, Wisconsin, 53186, United States

Phone: (262) 695-6500



$20.00 (USD)

May 4, 2022

9:30 am - 11:25 am

May 11, 2022

9:30 am - 11:25 am

May 18, 2022

9:30 am - 11:25 am

May 25, 2022

9:30 am - 11:25 am

20 of 20 spaces remaining
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