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Personal Finance & Accounting

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Social Security: Keys to Optimizing Your Benefits

Keys to Optimizing Your Benefits: Social Security continues to play a critical role in any retirement plan. Is your strategy taking full advantage of what Social Security offers? Together, let’s rethink your Social Security options.

  • Key factors to consider prior to applying for benefits
  • Underutilized claiming strategies & tactics
  • Commonly missed survivor benefits for widows/widowers
  • Claiming strategies for married couples
  • Overlooked benefits for singles and divorces
  • Pros and cons of taking benefits early

Instructors: Bonita L. Graff, CPA, CDFA Cassandra N.F. Dorn, CFP® Brenda L. Rolli, AAMS®
Dates, Times and Rooms: Two Tuesdays; April 8 and 15, 2014; 6:00 pm – 8:30 pm; Room 1847 Fees: $65.00; includes instruction for two individuals in the same household and one course manual. Extra course manuals are available for $25.00, contact UW Fox Valley Continuing Education at 920-832-2636.

Register Online

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Passport to Retirement - “How To” Guide for Retirement Success

Workers’ confidence in being able to afford a comfortable retirement has fallen to its lowest level since 1993, and economic conditions have forced many people to delay their planned retirement dates. The sooner you become educated about retirement planning, the more prepared you will be to make informed financial decisions and build the wealth you will need. This course is designed to help you:

  • Gain a clear picture of the retirement you want
  • Set realistic goals and objectives
  • Calculate how much you will need to save
  • Invest for the future
  • Overcome roadblocks that impede progress
  • Help protect your wealth and assets; and much more.

Instructors: Bonita L. Graff, CPA, CDFA Cassandra N.F. Dorn, CFP® Brenda L. Rolli, AAMS®
Dates & Times: Two Wednesdays; April 23 and 30, 2014; 6:00 – 8:30 pm; Room 1352
Fees: $59.00; includes instruction for two individuals in the same household and one course manual.

For an extra Course Manual please call UW Fox Valley Continuing Education at 920-832-2636. The cost is $20.00.

Register Online

http://app.certain.com/profile/form/index.cfm?PKformID=0x1697841fa84

Both classes: Social Security – Keys to Optimizing Your Benefits & Passport to Retirement

Attend two courses at a discounted rate!

Individuals registering for both classes (at the same time) pays only $109.00 for both classes. This includes instruction for two individuals living in the same household for both classes and one course manual for each course. Rooms 1847 & 1352

Social Security – Keys to Optimizing Your Benefits: Social Security continues to play a critical role in any retirement plan. Is your strategy taking full advantage of what Social Security offers? Together, let’s rethink your Social Security options. Room 1847

AND

Passport to Retirement – “How To” Guide for Retirement Success! Workers’ confidence in being able to afford a comfortable retirement has fallen to its lowest level since 1993, and economic conditions have forced many people to delay their planned retirement dates. The sooner you become educated about retirement planning, the more prepared you will be to make informed financial decisions and build the wealth you will need. Room 1352

Register Online

http://app.certain.com/profile/form/index.cfm?PKformID=0x1697841fa84

Additional Information

If you have recommendations for educational travel trips that the Office of Continuing Education can provide, please email Cathy Paynter with suggestions! We would love to hear them from you!