Financial Strategies for Successful Retirement

Financial Strategies for Successful Retirement teaches you how to better manage your money so you can enjoy your retirement. You’ll learn to assess your current financial situation and develop a personalized plan to reach your retirement goals. After attending the course, you’re entitled to a personal retirement planning consultation.

The major topics we’ll cover in this comprehensive class include financial basics, retirement income, investments, risk management and estate planning.

Our class will also give you strategies to answer:

• How much money will I need?
• Can I retire early?
• How can I minimize my taxes?
• How will I manage my plan?
• How important is it to plan my estate?

Our instructors, from UBS Financial Services, member of FINRA and SIPC, are Shaun P. Nicholson, CFP®; Tiffany D. Kellner, CFP®, CDFA®, CPWA®; Blair T. Cornell, CFP®, CPWA®; John W. Reagan, Jr., CFP®, Brandy R. Risheill, CFP®, CDFA®, Colin C. Faulkner, CFP®, Joshua D. Pfeiffer, CFP®, CEPA®; Timothy W. Van Simaeys, AAMS®, Daniel P. Christie. They draw upon real-life experiences with numerous clients and are licensed in the areas of investment securities and insurance.

Fall 2025 COURSES

All class times are 6:30–8:30 p.m.

Mondays:

September 8, 15, 22, 29, 2025

Tuesdays

October 14, 21, 28, November 4, 2025

Wednesdays

September 10, 17, 24, October 1, 2025

Thursdays

October 16, 23, 30, November 6, 2025

Tuition is $69, and you can bring a spouse or friend for free. There is a $25 cancellation fee up until the day before the first day of class. There is no refund on or after the first day of class.