Financial Education

Financial Strategies for Successful Retirement

Instructors: Dan Gilipsky and Roger Klumb
Learn how to make informed decisions about your future, set realistic goals, properly allocate assets, minimize the impact of taxes and inflation, control health care costs, and plan for the transfer of your estate. If you are over the age of 55, this course is a must! This three-week class includes a 235-page illustrated textbook with a comprehensive retirement plan to implement at no additional cost. Dan has invited qualified speakers to cover course topics such as ROTH IRAs and ROTH IRA conversions. On the last night of the class, an estate planning attorney will present the section on wills, trusts, and probate. Couples are invited to attend for one fee.

Tuesdays, May 7, May 14, and May 21, 2019
6-8:30 p.m., Sheboygan Campus, Main Building, Room 2223
Registration for Financial Strategies for Successful Retirement now closed.


Instructor: Jamie L. Burkart
This course is for individuals and business owners who have a non-accounting background and wish to learn the principles of double-entry bookkeeping. Topics include recording day-by-day business and financial transactions, as well as the basics of financial statements, and the general ledger. The lessons taught in this traditional bookkeeping class will also be helpful to those planning to learn a computer bookkeeping program in the future, since these same principles operate "behind the scenes" in computer bookkeeping programs, such as "QuickBooks".

There are two different offerings of this course at different dates.

June 11, 13, 18, and 20, 2019
5:30 - 8 PM, Sheboygan Campus, Main Building, Room 2223
Fee: $149


July 23 and 30, 2019
10 AM - 4 PM, Sheboygan Campus, Main Building, Room 2223

Fee: $149