Retirement Planning Fundamentals

Retirement Planning Fundamentals Retirement Planning Fundamentals is a three-week online or in-person course taught by industry exper

Join us in-person or virtually for our upcoming sessions of our Retirement Planning Fundamentals course! Register today ...
03/14/2022

Join us in-person or virtually for our upcoming sessions of our Retirement Planning Fundamentals course! Register today to start preparing for the retirement you’ve always dreamed of.

Learn more and register: grkretirementplanning.com

While we can’t always anticipate what’s ahead, we can prepare and plan to help navigate the unknown with more confidence...
03/14/2022

While we can’t always anticipate what’s ahead, we can prepare and plan to help navigate the unknown with more confidence. Retirement Planning Fundamentals is a three-session online or in-person course, designed to help you prepare for a comfortable and secure retirement.

Learn more and register: grkretirementplanning.com

Preparing for retirement may be the single most important financial challenge you face today, but it doesn’t have to be!...
03/14/2022

Preparing for retirement may be the single most important financial challenge you face today, but it doesn’t have to be! Join us for a three-session online or in-person course, Retirement Planning Fundamentals, to learn how to prepare for a comfortable retirement.

Learn more and register: grkretirementplanning.com

Prioritizing retirement planning is essential at any age, but if you’re over the age of 55, it’s a non-negotiable. Are y...
03/14/2022

Prioritizing retirement planning is essential at any age, but if you’re over the age of 55, it’s a non-negotiable. Are you setting yourself up well for the retirement you’ve imagined?

Join us for Retirement Planning Fundamentals, a three-session ONLINE OR IN-PERSON course that focuses on how to prepare for a comfortable retirement.

Learn more and register: grkretirementplanning.com

Prioritizing retirement planning is essential at any age, but if you’re over the age of 55, it’s a non-negotiable. Join ...
03/11/2022

Prioritizing retirement planning is essential at any age, but if you’re over the age of 55, it’s a non-negotiable. Join us for Retirement Planning Fundamentals, a three-session online or in-person course to learn how you can prepare for a comfortable and secure retirement.

Learn more and register for our upcoming classes: grkretirementplanning.com

Prioritizing retirement planning is essential at any age, but if you’re over the age of 55, it’s a non-negotiable. Join ...
12/18/2020

Prioritizing retirement planning is essential at any age, but if you’re over the age of 55, it’s a non-negotiable. Join us for Retirement Planning Fundamentals, a three-session online or in-person course to learn how you can prepare for a comfortable and secure retirement.

Learn more and register: grkretirementplanning.com

Meet Our Instructors: John “J.R.” Richards, AAMS ®J.R. earned a bachelor's degree in Finance from Marquette University a...
12/18/2020

Meet Our Instructors: John “J.R.” Richards, AAMS ®

J.R. earned a bachelor's degree in Finance from Marquette University and has been teaching retirement planning classes for the past two years. He has been a Financial Advisor since 2006 and is an Accredited Asset Management Specialist℠. J.R. loves spending time with his family, playing golf, traveling, the Green Bay Packers and Marquette University basketball. J.R., his wife Lori, and their two daughters reside in Shorewood.

Meet Our Instructors: Roger Klumb, CFP ®Roger is a Financial Advisor at Baird and a CERTIFIED FINANCIAL PLANNER™. He has...
12/18/2020

Meet Our Instructors: Roger Klumb, CFP ®

Roger is a Financial Advisor at Baird and a CERTIFIED FINANCIAL PLANNER™. He has been teaching retirement planning classes for over five years. Prior to his career at Baird, which began in 2008, Roger worked as a financial analyst at GE Healthcare. He is a Wisconsin native and an avid Badgers fan. He lives in Sussex with his wife and their three sons. Roger enjoys the outdoors, reading, golfing and a variety of other sports.

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777 E Wisconsin Avenue
Milwaukee, WI
53202

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