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This Course Is Currently Full

Get on our waiting list and be the first to know of future courses!

Educational Retirement Course

Now Being Conducted At...

Waukesha County Technical College

Pewaukee Campus - Building Q

Discover what retirees are doing now to protect their assets and walk away with a financial blueprint for your retirement
Limited seating available
Here's What You'll Learn
With constant tax law changes, an uncertain future for Social Security, the shift toward employee-directed retirement plans, and the probable onset of widespread changes in the U.S. government, the need for sound retirement strategies has never been greater. Today’s retirement landscape is vastly different from decades past. Retirees today demand capital preservation with growth for income NOW and in the future. Risks are abundant: sequencing risk, longevity risk, healthcare risk, inflation risk, and market risk being among the many. This course is designed to deliver comprehensive and up-to-date information, education and knowledge to help you properly prepare for and maintain a retirement plan in today’s world.
  • How today’s retirement world is different from the past and how to properly prepare for and maintain a retirement plan in today’s global and ever changing financial world
  • Tax Planning – first learn how the tax system works and all the different types of taxes in retirement. Then learn the different ways and strategies to reduce or eliminate these taxes and become as tax efficient as possible
  • Wealth Management – investing in retirement is different than your working years. Learn how markets work and the effects of volatility on a retirement plan and the different investment philosophy’s available
  • Legal Documents – learn how to properly plan your estate through the use of Wills, Trusts and other legal documents
  • ​Income Planning – learn how to develop the proper income distribution plan and then draw from that plan the most proper way to ensure maximum lifetime income with minimal tax
  • Social Security – learn how the Social Security system works, potential changes coming to the system and the strategies available as to how and when to elect your benefits
  • Health Care and Risk Management – learn detailed information on health care, Medicare, life insurance and long-term care to help protect your retirement
Here's What You'll Recieve
  • Objective Education & Instruction: Unlike financial programs that focus on a specific topic, this comprehensive course will help you see the "big picture". It examines many aspects of personal finance and how they can work together to create a complete game plan for retirement. 
  • Course Workbook and Class Materials: Each class participant will receive a course workbook and class materials which include examples and illustrations to help educate you on retirement. They're designed to follow along in class and written in easy to understand terms to help you learn more about the financial concepts being discussed. Together, the workbook and class materials provide a step by step process to apply your knowledge and will become a useful reference tool after the completion of the course. THESE ARE YOURS TO KEEP.
  • Opportunity for Personal & Customized Retirement Planning: If you have financial questions that are personal in nature, you will have the opportunity to arrange a complimentary lab session with your instructor after the course is completed. This visit is complimentary for class participants and is not mandatory.

This Course Is Currently Full

Get on our waiting list and be the first to know of future courses!

Educational Retirement Course

Now Being Conducted At...

Waukesha County Technical College

Pewaukee Campus - Building Q

Discover what retirees are doing now to protect their assets and how you can walk away with a financial blueprint for your retirement
Limited seating available
Here's What You'll Learn
With constant tax law changes, an uncertain future for Social Security, the shift toward employee-directed retirement plans, and the probable onset of widespread changes in the U.S. government, the need for sound retirement strategies has never been greater. Today’s retirement landscape is vastly different from decades past. Retirees today demand capital preservation with growth for income NOW and in the future. Risks are abundant: sequencing risk, longevity risk, healthcare risk, inflation risk, and market risk being among the many. This course is designed to deliver comprehensive and up-to-date information, education and knowledge to help you properly prepare for and maintain a retirement plan in today’s world.
  • How today’s retirement world is different from the past and how to properly prepare for and maintain a retirement plan in today’s global and ever changing financial world
  • Tax Planning – first learn how the tax system works and all the different types of taxes in retirement. Then learn the different ways and strategies to reduce or eliminate these taxes and become as tax efficient as possible
  • Wealth Management – investing in retirement is different than in your working years. Learn how markets work and the effects of volatility on a retirement plan and the different investment philosophies available
  • Legal Documents – learn how to properly plan your estate through the use of wills, trusts and other legal documents
  • ​Income Planning – learn how to develop the proper income distribution plan and then draw from that plan in the most proper way to ensure maximum lifetime income with minimal tax
  • Social Security – learn how the Social Security system works, potential changes coming to the system and the strategies available as to how and when to elect your benefits
  • Health Care and Risk Management – learn detailed information on health care, Medicare, life insurance and long-term care to help protect your retirement
Here's What You'll Receive
  • Objective Education & Instruction: Unlike financial programs that focus on a specific topic, this comprehensive course will help you see the "big picture". It examines many aspects of personal finance and how they can work together to create a complete game plan for retirement. 
  • Course Workbook and Class Materials: Each class participant will receive a 274 page course workbook and class materials which include examples and illustrations to help educate you on retirement. They're designed to help you follow along in class, and they're written in easy to understand terms to help you learn more about the financial concepts being discussed. Together, the workbook and class materials provide a step-by-step process to apply your knowledge and will become a useful reference tool after the completion of the course. THESE ARE YOURS TO KEEP.
  • Opportunity for Personal & Customized Retirement Planning: If you have financial questions that are personal in nature, you will have the opportunity to arrange a complimentary lab session with your instructor after the course is completed. This visit is complimentary for class participants and is not mandatory.
Register Today!

274-Page Course Workbook and Class Materials

Your payment of $49 includes tuition for two classes, your 274 page course workbook and class materials. They are designed to help you follow along in class, and they are written in easy to understand terms with examples and illustrations to help you learn more about the financial concepts being discussed. Together, the workbook and class materials provide a step-by-step process to apply your knowledge and will become a useful reference tool after the completion of the course. THESE ARE YOURS TO KEEP.

CUSTOM JAVASCRIPT / HTML

Seating is limited, so make sure to get added to our waitlist so you can be one of the first to know when our next event is happening.

Two Course Options to Choose From

Wednesday Course Option

Course Full
DATE/TIME
Wed, April 27th, 2022
Wed, May 4th, 2022
6:00pm - 9:00pm

Thursday Course Option

Course Full
DATE/TIME
Thur, April 28th, 2022
Thur, May 5th, 2022
6:00pm - 9:00pm
Seating is limited, so please RSVP soon.
Once the class is full, wait listing will be done on first come, first served basis. 
If you have any questions please call our office at (262) 246-2466.
COURSE INSTRUCTOR
Joseph Czukas
Waukesha County Technical College
Pewaukee Campus - Building Q
800 Main Street
Pewaukee, WI 53072

Map of Course Location

CUSTOM JAVASCRIPT / HTML
This course is offered by The PREPARE Institute, an independent organization which offers its own education, instruction, and services entirely independent of Delaware Valley University. All course materials and instruction are solely offered by The PREPARE Institute. Delaware Valley University does not endorse, promote, authorize, or affiliate with such instruction and/or counsel and advice that may be given prior, throughout, and after the conclusion of the course.
The Prepare Institute is recognized by the IRS as a 501(c)3 non-profit educational institution that provides retirement planning courses and classes nationwide. Our instructors are licensed and trained financial professionals with a minimum of 5+ years of real-world experience in their field. The Prepare Institute courses do not promote or endorse any specific products or companies, and no selling is allowed. The Prepare Institute educational courses are for general, non-commercial, education only and are not intended to be construed as tax, legal or financial advice. Attendees should seek the assistance of a financial and tax professional familiar with the course material prior to implementing any of the principles and strategies taught or discussed in the course.  
By submitting your registration, you agree to our Privacy Policy.

Two Course Options to Choose From

COURSE FULL

Wednesday Course Option

DATE/TIME
Wed, April 27th, 2022
Wed, May 4th, 2022
6:00pm - 9:00pm
COURSE FULL
COURSE FULL

Thursday Course Option

DATE/TIME
Thur, April 28th, 2022
Thur, May 5th, 2022
6:00pm - 9:00pm
COURSE FULL

Seating is limited, so please RSVP soon.
Once the class is full, wait listing will be done on first come, first served basis. 
If you have any questions please call our office at (262) 246-2466.

COURSE INSTRUCTOR
Joseph Czukas
Waukesha County Technical College
Pewaukee Campus - Building Q
800 Main Street
Pewaukee, WI 53072

Map of Course Location

CUSTOM JAVASCRIPT / HTML
This course is offered by The PREPARE Institute, an independent organization which offers its own education, instruction, and services entirely independent of Delaware Valley University. All course materials and instruction are solely offered by The PREPARE Institute. Delaware Valley University does not endorse, promote, authorize, or affiliate with such instruction and/or counsel and advice that may be given prior, throughout, and after the conclusion of the course.
The Prepare Institute is recognized by the IRS as a 501(c)3 non-profit educational institution that provides retirement planning courses and classes nationwide. Our instructors are licensed and trained financial professionals with a minimum of 5+ years of real-world experience in their field. The Prepare Institute courses do not promote or endorse any specific products or companies, and no selling is allowed. The Prepare Institute educational courses are for general, non-commercial, education only and are not intended to be construed as tax, legal or financial advice. Attendees should seek the assistance of a financial and tax professional familiar with the course material prior to implementing any of the principles and strategies taught or discussed in the course.  
By submitting your registration, you agree to our Privacy Policy.