Presented by Baird
Take charge of your finances and get equipped with the facts you need to prepare for a financially secure retirement. Learn why having a financial plan is not just for the 1%. This 2-class course will teach you how to maximize your income and get more from your investments. Learn how to protect your hard-earned money from inflation, income taxes and potential long-term health care needs. Get educated on essential estate planning topics such as wills, trusts, and powers of attorney. This course is designed for those approaching
retirement and those who have recently transitioned into retirement.
The Informed Investor: Retirement Planning for Financial Success has been created by experts in personal money management education. You will walk through real-life examples that apply to your situation. Attendees may participate and are encouraged to ask questions.
This course may be for you if you are nearing retirement, already retired, or beginning to develop a retirement plan and are interested in learning about concepts and strategies for retirement success. These strategies can help you make the appropriate choices when confronted by investment alternatives, insurance coverage, increasing health care costs, tax reduction methods, and proper disposition of your estate at death. It is never too late to begin retirement planning!
Unlike many free, one- to two-hour workshops that promote specific financial products, Retirement Planning for Financial Success is completely educational.
The information you receive is objective and factual, without any references to specific financial products. This course introduces concepts and strategies that may help you make informed financial decision.
However, if you want to discuss specific financial products and services, you may do so during the optional retirement planning consultation.
Course Schedule
Oct. 30 & Nov. 6
Course Materials
You will receive handouts containing information on investing and finance. Handouts will include exercises and examples, as well as investment performance graphs and tax charts that may help you understand the financial concepts being presented. You will be able to use the handouts as a reference for years to come.
Personal Plan & Consultation
Optional
After the last class session, you will have the opportunity to meet privately with one of your instructors. During this meeting, you can ask specific questions regarding your financial goals. Together, you and your presenter can develop strategies designed to help you pursue your retirement objectives.
Jess Henrickson
Senior Vice President – Financial Advisor
Jess joined Baird in 2008. He received a B.S. in Business Management from Miami University in Oxford, Ohio. His areas of expertise include retirement income planning, portfolio construction, and risk management to help his clients attain financial peace of mind. Jess and his wife live in Shorewood with their son and daughter. He enjoys running, volunteering, and being active in sports.
Scott Grenier, CFP®, AEP®
Senior Vice President, Manager of Estate Planning
Scott joined Robert W. Baird & Co. in 2010. Prior to joining Baird in 2010, Scott was responsible for providing financial planning solutions to high net worth individuals and families at Cleary Gull, Inc. Scott works with clients and their advisors on business succession, tax and estate planning strategies, focusing on tax efficient wealth transfer opportunities. Scott graduated from Hamilton College with a Bachelor’s Degree in Economics and earned a Master of Science in Financial Services Degree from The American College. Scott is an Accredited Estate Planner through the National Association of Estate Planning & Councils, Chartered Advisor in Philanthropy through The American College and a CFP® Professional.
Lyssa McGauran
Financial Advisor
Lyssa joined Baird in 2020. She graduated from the University of Wisconsin – Madison with a Bachelor of Business Administration degree in Finance, Investment, and Banking. She also has a Certificate in Wealth Management, a CFP Board accredited program. Lyssa was drawn to be a Financial Advisor after discovering her passion for financial planning and working with families and individuals to reach their financial and personal goals. Her love of helping people, building relationships, and providing education on financial topics ensures an “Open Door Policy” where all questions are welcome.
