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!