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Retirement GPS: Plotting a Course for Your Financial Future


Adult Enrichment / Finance -
2025 Winter

This engaging workshop will help you navigate the complex journey of retirement planning. Learn how to chart your course for a fulfilling and financially secure retirement using the "Retirement GPS" approach. Workshop Highlights:

Determine Your Destination:

  • Explore your unique retirement goals & dreams,
  • Create your personal retirement “bucket list”,
  • Understand the importance of having a clear vision for your future

Plan Your Trip:

  • Compare modern retirement challenges to those of previous generations
  • Examine current life expectancy statistics & their impact on retirement planning
  • Learn about the “Four Buckets of Money” strategy for organizing your finances: Liquidity, Long-term growth, Lifestyle, Legacy

Enjoy the Journey:

  • Discover strategies to never run out of income…even if you run out of money
  • Understand the concept of “Reliability of Income” in retirement
  • Learn how to mitigate Sequence of Returns Risk

This workshop will provide insights into creating a retirement plan tailored to your individual needs and aspirations. Don't miss this opportunity to gain the knowledge and tools necessary for a successful retirement journey. [This is an ideal companion to the Social Security class on Saturday, February 01, 9:00am. Sign up for both and get $20 gift certificate to a downtown New Ulm business.]

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CEA24/25-Retirement GPS
New Ulm Middle School : RM 228E (CONFERENCE ROOM) and RM 228 (CONFERENCE ROOM)
Saturday, Feb 8
9:00 - 11:00 AM

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Price: $ 25 00