Get the facts you need to prepare for a financially secure retirement. Protect your hard-earned money from inflation, income taxes and erosion due to possible long-term health care needs. This course shows you a conservative approach to wise money management and identifies lifestyle issues facing retirees. The seminar has been carefully designed to provide the information you need, without overloading you with unnecessary financial jargon.

LOCATION

Concordia University Miller Park Way
1670 Miller Park Way West Milwaukee, WI 53214

COST & REGISTRATION

Cost is $40.
Registration is preferred; click on the "Register Now" button to sign up.
Registration closes September 13.

SCHEDULE

This offering will meet one night a week, for four weeks, from 6:00-8:30pm on Tuesdays, beginning on September 20.

  • Tuesday, September 20
  • Tuesday, September 27
  • Tuesday, October 4
  • Tuesday, October 11
SPEAKERS

Blaine E. Gibson, CFP®, AWMA®
Vice President – RBC Wealth Management
As a Partner and CERTIFIED FINANCIAL PLANNER™ practitioner with over 30 years of experience in the financial services industry, Blaine develops and manages client relationships with a focus on like-minded Community Influencers. Blaine graduated with a B.A. from Ripon College and leads the group’s educational efforts. Blaine holds the CERTIFIED FINANCIAL PLANNER™ certification and Accredited Wealth Management Advisor® certification.

Tyler R. Briggs, CFP®, AAMS®
Senior Vice President – RBC Wealth Management
Tyler has over ten years of experience in the financial services industry. He uses his expertise as a CERTIFIED FINANCIAL PLANNER™ practitioner to provide clients with comprehensive wealth management, helping them to reach their needs and goals. Tyler graduated from the University of Wisconsin-Milwaukee with a B.B.A in Marketing and his certificate in Real Estate. He holds his CERTIFIED FINANCIAL PLANNER™ certification through Northwestern University and also holds the Accredited Asset Management Specialist® certification.