Financial Fitness for Retired or Nearly Retired Folks

Holy Spirit Lutheran Church

Juno Beach, FL

 

Rationale

 

Are you near or past retirement age and feeling a little anxious about your financial future?  If so, you are not alone.  As people get older, they often face issues about how to maintain their life style and handle medical expenses while on a fixed income for many years.  Managing investments, controlling expenses, concerns about the children and grandchildren, loss of a spouse – these and more are all potential sources of financial worry.

 

Description

 

The goal of this course is to present practical information to help retired Americans make progress toward financial security within a faith-based context.  The course will focus on practical and widely accepted financial strategies such as developing spending plans and managing investments while in retirement.  We will discuss issues related to estate planning and donating to others.  And, we will address common scams and schemes that are aimed at older Americans.

 

Each session will include a combination of lecture, discussion, and activities all designed to be fun and engaging.  A binder will be provided to the participants that includes readings, Power Point slides, and activities.

 

Dates:

Tuesday, January 23, 2018, 10:00 AM to 12:00 noon

Thursday, January 25, 2018, 10:00 AM to 12:00 noon


 

Instructor

Mark C. Schug, Emeritus Professor, Ph.D. University of Wisconsin-Milwaukee


Contact with Questions:

Mark Schug Phone: (414) 630-6585 E-mail: mschug@uwm.edu


Register Here.

Topical Organization and Schedule


Session 1

Tuesday, January 23, 2018

10:00 to 12:00 Noon

Topic: Will You Outlast Your Money? Managing Spending, Income, and Investments while in Retirement. 

 

Session 2

January 25, 2018

Thursday, 10:00 to 12:00 noon

Topic: How to Be Financially Secure and Happy: Tips on Estate Planning, Donating, and Inheritance; Watch Out for Scammers Who Prey on Seniors

 

 

Meet the Presenter

Mark Schug is Professor Emeritus at the University of Wisconsin – Milwaukee, former Director of the UW-Milwaukee Center for Economic Education and a frequent lecturer at Florida Atlantic University Lifelong Learning Society.  Professor Schug taught for 36 years at the middle school, high school, and university levels.  He has written and edited over 230 articles, books, and national curriculum materials.  Mark earned a Ph.D. from the University of Minnesota. 

 

Mark and his wife Io have been married for 49 years; have two grown daughters, and four grandchildren.  They spend summers in the north woods of Wisconsin and winters in the sunshine of Jupiter, Florida.