Financial Wellness Workshops

Choose from numerous financial education seminars from qualified teachers

The RetireU Series is a 4-part workshop series that provides all-encompassing financial education for Wisconsin employees. Once the series is complete, employers have the option to continue on to additional topics.

4-Part Series Workshop Topical Education Workshops

4-Part Series Workshop

Plan your retirement finances early to save more money

Session 1: Personal Retirement Aspirations

Our first session not only helps employees envision their biggest retirement goals, but teaches them how to plan to achieve those goals. We’ll cover financial basics and budgeting tips to help each employee reach their goal faster.

This Session includes:

  • Learning to budget
  • Power of compounding
  • Considerations for tax diversification
  • Tax advantaged investing
  • 401(k) & Traditional IRA
  • 403(b) & Roth IRA
  • Understanding the impact of inflation
Learn where to invest your money with RetireU workshops

Session 2: Learning to Invest

This session is meant to introduce the principles of investing and the various investments strategies available to employees.

Information provided in this session includes:

  • Investment Pyramid
  • Cash equivalents
  • Stocks & bonds
  • Alternative investments
  • Mutual funds
  • Risk tolerance
  • Unexpected expenses
Manage your assets to better prepare you for retirement

Session 3: Income Strategies

Our third session teaches employees how to structure a retirement income stream to address their retirement wants and needs. We help them examine the risks that can impact retirement funds & how to manage assets to help provide lifelong income.

Employees will learn:

  • How to shift focus from Accumulation to Distribution
  • Longevity
  • Withdrawal rate
  • Market timing
Plan your will and trust yourself with a literacy workshop from RetireU

Session 4: Benefits, Healthcare & Legal Planning

The final session covers your employee’s benefits. We review their current plan and work with them to clarify how to fit the strategies they’ve learned into other plans. We also cover the basics of estate planning, including wills, trusts, and more!

We will help employees with:

  • What benefits continue after retirement
  • How to protect against unexpected expenses
  • Medicare basics
  • Estate planning basics
  • Healthcare directive
Register for a Workshop Request a Meeting

Topical Education Workshops

These workshops ranging from 30-60 minutes each can be customized to include current or proposed benefit offerings.

Invest in your future with financial workshops!

Investing—How do I get started?

An overview of investing that explains the necessary terms, types, and risk of investments today.

Couples financial workshops for future savings

Creating the Balance: Love and Money for Couples

This workshop will look at the common concerns couples have handling finances, including savers vs spenders, financial infidelity, combining incomes and carrying debt.

Financial workshops for those beginning their career

Smart Decisions for your Money as You Begin Your Career

For employees who are in their first ten years of employment.

Manage your credit with a free financial workshop

Credit and Spending! What Should I Be Doing?

Discusses the factors that impact getting and maintaining good credit and living within your means.

Life insurance financial workshops

Life Insurance—The Whys and Hows

You will learn factors to consider in determining how much life insurance is needed and different types of insurance.

Estate planning courses offered through RetireU

Estate Planning: It is for Everyone!

Proper planning of your estate is not just something reserved for the rich. Everyone should know how to plan.

Learn how to invest properly with financial investment workshops

Investing Today

This workshop will provide you with in-depth information about investing and common investing terminology to help you make informed decisions.

College fund financial planning workshops

Education Financing for Your Young Children

Provides insight and guidance for the major financial decisions that you may have to make when sending children to college.

Financial workshops for college students

Education Financing for Your Teenagers

Exploring financial aid and cash management solutions.

Financial workshop for doing your income taxes

Income Tax Strategies

Learn how to pay your fair share but not more, different state and local treatments, tax rules for home sales, contributions and child care and keeping accurate records.

Financial workshops for taking care of your loved ones

How Do I Prepare to Care for My Mom and Dad?

This educational workshop will help individuals prepare for the associate risks of a longer life including care giving responsibilities and expenses.

Financial workshops for retirement planning

Getting Ready for Retirement

You will learn decisions to be made, what Medicare does not cover, supplement plans, Part D prescription coverage, and long term care planning.

Financial planning for retirement health insurance

Retirement Healthcare

As people approach retirement, a common concern is the answer to the question “What happens to my Health Insurance?”

Retirement income planning workshops

Retirement Income Planning

Learn the steps to create an income strategy and how to manage common retirement risks.

Understand your social security benefits with an easy financial workshop

Social Security: An Understanding and Strategies

This workshop shares information about Social Security, the original source of guaranteed income for life.

Easy financial workshops for retirees

Roadblocks to Retirement

There are some common mistakes that retirees tend to make over and over again.

Investment planning and workshops for women

Women and Investing: Planning Your Financial Journey

This workshop focuses specifically on women and their ability to achieve financial success.