Retirement Planning Fundamentals is a must if you are over the age of 55. Now enrolling for April. Available as scheduled online classes for three weeks or as a self-paced offering.
Over the course of the three weeks, Baird financial experts will help you focus on how you may prepare for a comfortable retirement, introducing you to concepts and strategies to handle your day-to-day finances, to potentially reduce your taxes and to manage your investments.
You will also be given the opportunity to have a one-on-meeting with a financial advisor. In this meeting, you can assess your current financial situation and develop a personalized plan that may help you pursue your retirement goals. This is an optional offering and is not required.