Coordinator: Tom Eggert
Email: tleggert@wisc.edu
Phone: 608-279-8608
Registration: Required, Register Online
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, passive vs active investing, taxes and investment decisions, the challenge of beating 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 or videos.
Additional Information
Meeting Day: Monday
Meeting Location: Virtual – Zoom
Participation: High participation with assignments and/or
possible presentations by participants
Class Size: No Limit
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PLATO is a 501(c)3 non-profit organization supported in part by:
info@platomadison.orgFacebook: @platomadison
608-572-6869
6209 Mineral Point Road #203Madison, WI 53705
