Financial Strategies for Retirement

Special Programs and Continuing Education

Financial Strategies for Retirement

Learn how to better manage your money, assess your current financial situation, and develop a personalized plan to help you prepare for retirement with greater confidence.

Plan for the retirement you want.

Financial Strategies for Retirement is designed for adults who want to better understand retirement planning, make informed decisions, and prepare for the financial questions that often come with retirement.

After attending the course, participants are entitled to a personal retirement planning consultation.

Course at a glance

A practical, short-format course focused on retirement planning fundamentals and real-life financial questions.

Four Sessions

Each course section meets once per week for four weeks.

Evening Format

All class times are 6:30–8:30 p.m.

$99 Tuition

Tuition is $99, and you may bring a spouse or friend for free.

Consultation Included

Participants are entitled to a personal retirement planning consultation after attending.

What you will learn

This comprehensive class introduces major retirement planning topics, including financial basics, retirement income, investments, risk management, and estate planning.

The goal is to help you understand your current financial picture, consider your future needs, and identify strategies that may help you reach your retirement goals.

Good to know: The course is designed as an educational opportunity. It helps participants learn key questions, planning concepts, and next steps to discuss as they prepare for retirement.

Questions this course helps you consider

Retirement planning can feel complicated. This course is organized around practical questions many adults face as they prepare for the future.

Income planning

How much money will I need?

Explore how retirement income needs may be estimated and what factors can affect your plan.

Timing

Can I retire early?

Consider how timing, income sources, expenses, and risk may influence retirement decisions.

Taxes

How can I minimize my taxes?

Learn about tax-related questions that may be part of a comprehensive retirement strategy.

Plan management

How will I manage my plan?

Understand why retirement planning is an ongoing process rather than a one-time decision.

Legacy planning

How important is estate planning?

Review why estate planning may be an important part of preparing for retirement and beyond.

Risk awareness

What risks should I consider?

Discuss common retirement risks related to income, investments, health, longevity, and changing needs.

Fall 2026 Courses

All class times are 6:30–8:30 p.m. Choose the day of the week that works best for your schedule.

Mondays

Dates: Oct 12 - Nov 2,2026

Time: 6:30–8:30 p.m.

Tuesdays

Dates: Sep 15 - Oct 6, 2026

Time: 6:30–8:30 p.m.

Wednesdays

Dates: Oct 14 - Nov 4, 2026

Time: 6:30–8:30 p.m.

Thursdays

Dates: Sep 17 - Oct 8, 2026

Time: 6:30–8:30 p.m.

Tuition and refund policy: Tuition is $99, and you may bring a spouse or friend for free. Refunds are available up to one day prior to the first day of class and incur a $5.00 processing fee. Refunds are not available on or after the first day of class.

How to register

Click the Register for Seminar button below.
Click the Add to Cart button for the class section you want.
Check out and pay to complete your registration.
You will be prompted to create an account or sign in by clicking the Sign In link in the menu bar upon checkout.

Need to change sections?

If you run into registration issues or need to change the section of class you enrolled in, email Special Programs and Continuing Education. (spce@udayton.edu)

Please include your name, phone number, and the section or day/time you want to move to.

Email SPCE

Meet the instructors

The course is taught by instructors from UBS Financial Services, member FINRA and SIPC, who draw on real-life client experience and are licensed in investment securities and insurance.

Tiffany D. Kellner, CFP®, CDFA®, CPWA®

Financial Advisor; Managing Director – Wealth Management

Tiffany focuses on listening carefully, building trust, and helping clients make important financial decisions.

Blair T. Cornell, CFP®, CPWA®

Private Wealth Advisor; Managing Director – Wealth Management

Blair specializes in strategic planning and values patience, authenticity, and trust in client relationships.

John W. Reagan, Jr., CFP®

Senior Wealth Strategy Associate

John focuses on helping clients build financial plans with specific goals in mind, from getting on track to retirement and building legacies.

Brandy R. Risheill, CFP®, RICP®, CDFA®

Financial Advisor; Account Vice President

Brandy focuses on financial planning, transparent communication, and helping families understand financial options.

Joshua D. Pfeiffer, CFP®, CEPA®

Senior Wealth Strategy Associate

Josh works with clients to build financial plans, design investment portfolios, and navigate retirement planning decisions.

Timothy W. Van Simaeys, AAMS®

Financial Advisor; Executive Director

Tim applies a servant leadership philosophy and focuses on serving clients’ needs through financial planning and support.

Daniel P. Christie

Financial Advisor; Senior Vice President – Wealth Management

Dan focuses on understanding clients’ hopes and fears and helping them pursue their financial goals.

Colin C. Faulkner, CFP®

Senior Wealth Strategy Associate

Colin emphasizes understanding client goals and identifying potential roadblocks to financial success.

More detail: This page includes abbreviated instructor information for readability. For full instructor biographies, use the Meet the Instructors page.

View full instructor biographies

Common questions

These quick answers can help you decide whether Financial Strategies for Retirement is the right next step.

What is Financial Strategies for Retirement?

It is a practical retirement planning course designed to help participants better manage money, assess their current financial situation, and develop a personalized plan to help reach retirement goals.

What topics are covered?

Major topics include financial basics, retirement income, investments, risk management, and estate planning.

What questions will the course help me think through?

The course helps participants consider questions such as how much money they may need, whether they can retire early, how taxes may affect retirement, how to manage a plan, and why estate planning matters.

How much does the course cost?

Tuition is $99, and participants may bring a spouse or friend for free.

What is the refund policy?

Refunds are available up to one day prior to the first day of class and incur a $25.00 cancellation fee. Refunds are not available on or after the first day of class.

Who teaches the course?

The course is taught by instructors from UBS Financial Services, member FINRA and SIPC, who draw upon real-life experience with clients and are licensed in investment securities and insurance.

Questions about Financial Strategies for Retirement?

Contact Special Programs and Continuing Education for registration help, section changes, or general program questions.

Email: spce@udayton.edu
Phone: 937-229-2347

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