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