Making your money last in retirement

Steve Penn, Financial Planner with Northwestern Mutual will discuss ways to insure our funds last through our lifetime.  Topics to be discussed include what happens when a spouse dies, what do we do with Required Distributions, what sources of funds should we use first and the tax treatment, and the role of long- term care insurance.   Steve will review the importance of knowing your income and expenses so that we can better determine your future income needs. Come with your questions! 

Penn graduated from the University of Wisconsin Madison with a bachelor's degree in economics and a certificate from the Gaylord Nelson Institute of Environmental Studies. Steve joined Northwestern Mutual in 2004, truly enjoys financial planning and continues to pursue his education.

He grew up in Wausau, WI and is now a Middleton native. In his free time, he enjoys playing hockey, golfing, brewing beer and playing music.

If you have preliminary questions for the speaker, please send to Program Coordinators Rick Daluge at rhdaluge@wisc.edu by Tuesday, September 9.

Food Pantry Contributions:  Checks payable to UW-Foundation, with "Open Seat" on the memo line may be mailed to UWRA at the address below.

Registration Deadline:  Friday, September 12.

Registration:  Advance registration is required. You are encouraged to register online. To register by phone or email, call the Association office. If you or your guest registered for this seminar but cannot attend, please cancel your registration online, or email/call the UWRA office.

UW-Madison Retirement Association
21 N Park St, Room 7205
Madison WI 53715-1218
608-262-0641
retireassn@mailplus.wisc.edu