Workshops

Retirement Planning Today

This class explains how to keep more of what you earn and make your money work harder for you. Whether you are just beginning to develop a retirement plan or you are rapidly approaching retirement, you should enroll in this course. You will learn how to define long-term goals and gain practical information you can apply immediately. The course includes a 224-page illustrated textbook. You may bring a spouse or guest at no additional charge.

Upon completion of this course, you will be able to determine how much money you will need in retirement, create a plan to increase your financial stability throughout retirement, help minimize taxes for yourself and loved ones, plan for retirement during market volatility, and more.

This course is taught by Jay Goldstein, Jeff Bailey, and Jayme Bailey. All are financial advisors with Robert W. Baird.

Retirement Planning Today - In-Person Class Offering
Fee: $75.00
Dates: 2/24/2026 - 3/3/2026
Times: 6:30 PM - 9:00 PM
Days: Tu
Sessions: 2
Building: Peoria Campus - Hickory Hall
Room: Hickory 103
Facilitator: Jay Goldstein, Jeffrey Bailey, Jayme Bailey

This class explains how to keep more of what you earn and make your money work harder for you. Whether you are just beginning to develop a retirement plan or you are rapidly approaching retirement, you should enroll in this course. You will learn how to define long-term goals and gain practical information you can apply immediately. The course includes a 224-page illustrated textbook. You may bring a spouse or guest at no additional charge.

Upon completion of this course, you will be able to determine how much money you will need in retirement, create a plan to increase your financial stability throughout retirement, help minimize taxes for yourself and loved ones, plan for retirement during market volatility, and more.

This course is taught by Jay Goldstein, Jeff Bailey, and Jayme Bailey. All are financial advisors with Robert W. Baird.

In-Person Class Offering. Please bring a pen and paper to take notes. All attendees will receive a physical textbook.

Retirement Planning Today - Virtual Class Offering
Fee: $75.00
Dates: 2/24/2026 - 3/3/2026
Times: 6:30 PM - 9:00 PM
Days: Tu
Sessions: 2
Facilitator: Jay Goldstein, Jeffrey Bailey, Jayme Bailey

This class explains how to keep more of what you earn and make your money work harder for you. Whether you are just beginning to develop a retirement plan or you are rapidly approaching retirement, you should enroll in this course. You will learn how to define long-term goals and gain practical information you can apply immediately. The course includes a 224-page illustrated textbook. You may bring a spouse or guest at no additional charge.

Upon completion of this course, you will be able to determine how much money you will need in retirement, create a plan to increase your financial stability throughout retirement, help minimize taxes for yourself and loved ones, plan for retirement during market volatility, and more.

This course is taught by Jay Goldstein, Jeff Bailey, and Jayme Bailey. All are financial advisors with Robert W. Baird.

Virtual Class Offering. You will need a computer with Internet access, a webcam, and a microphone to join the Zoom meeting during the class. Zoom meeting information will be sent via email before the class starts. All attendees will receive a digital textbook.

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