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. A spouse or guest may attend 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
Fee: $75.00
Dates: 10/7/2025 - 10/14/2025
Times: 6:30 PM - 9:00 PM
Days: Tu
Sessions: 2
Building: Peoria Campus - Hickory Hall
Room: Hickory 103
Instructor: 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. A spouse or guest may attend 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.

Hybrid Class Offering. If attending virtually, participants will need a computer with Internet access, webcam, and microphone to join the Zoom meeting during the class. Zoom meeting information will be sent via email before the class starts. If attending in person, please bring a pen and paper to take notes. All attendees will have the option to receive either a digital copy or a physical copy of the textbook. You will make your selection at the time of registration.

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