money skills for retirees


Name  Email Phone
Tom Eggert (608) 279-8608

Course Description 

Retirees have different financial challenges than younger people. In general, we are no longer saving for retirement, but we are continuing to grow and use the money that we saved.

We’ll cover topics such as the importance of diversification, interpreting your financial statements, taxes and investment decisions, the challenge of beating the market, thematic investing, investing outside the market, creating a personal investment plan and using tools (like the Morningstar rankings) in making investment decisions.

The class is designed so that we’ll learn just as much from the experiences of our classmates as we will from guest speakers.


On-Line  (revised 8/26/21)

Meeting Day


Meeting Time

1:00 pm to 3:00 pm

Start Date

Sept 13, 2021

End Date

Nov 22, 2021



Class Size


Class notes 

To Enroll:  Registration required, contact coordinator for instructions.

# of Sessions: 11
We plan to have 11 sessions each semester with a mix of presentations, guest speakers and reviews of various written materials.

PLATO is proudly supported in part by Oakwood Village.

PLATO is a 501(c)3 non-profit organization in association with:

for more information, contact us at:


6209 Mineral Point Road #203
Madison, WI 53705

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