Financial Milestone Series:
Creating Focus One Phase at a Time
Saturdays, 9:00 a.m. - Noon
Richard T. Anderson Education Center
Waukesha County Technical College
800 Main Street
Pewaukee, WI 53072
Workshops are free to participants.
Sign-up deadline is the Thursday prior to the workshop date.
Light refreshments will be provided.
Life After Graduation
January 18, 2014
One of the first financial milestones we reach in our lives begins when we graduate from high school. Not only for the student, but the entire family adjusts as a young individual takes this first step to independence. During this session we will discuss many options including college life, as well as possible career opportunities. In addition to this we will also address how to prepare for this time of independence from a financial perspective, as well as establishing a responsible mindset into adulthood. Families with a student in high school approaching this milestone will gain a greater perspective of choices and considerations as they near this transitional event.
Grown Up Concerns: The Next Chapter
February 15, 2014
As we go through our day to day lives, we may not realize how many decisions regarding our future need to be made and how to plan for them. Years go by quickly as we deal with our family and our own careers and responsibilities. While looking at planning for retirement there are a number of additional decisions and opportunities individuals are now exposed to. Retirement Planning is no longer limited to accumulating retirement savings. "The New Age of Retirement" shows us that retirement may not be the same for everyone. We will also address the Sandwich Generation and how to help our loving parents as their health and needs change. This is an extremely important financial milestone and the information that will be discussed at this session will help set the course for your own future.
Women and Financial Milestones
March 15, 2014
As women are increasingly taking control of their finances, this session will address their many financial concerns as well as changing roles, responsibilities and challenges. Currently 53% of women consider themselves primary breadwinners, yet only 20 percent feel well-prepared to make financial decisions. Women tend to experience a number of different financial milestones through their life. This may be due to life events, such as having children, aging parents, divorce or death. This session will provide information to help make those financial decisions, explore future career opportunities and discuss how to deal with the number of issues that are unique to women of all ages.