Foundation for Retirement

This is a two-day course that covers all personal finance topics related to retirement: income, living expenses, inflation, taxes, insurance (Medicare, long-term care, life insurance, etc.), estate planning, and investment strategies. A course book is included that attendees can keep and follow along with throughout the course. As part of the class, case studies and real world scenarios are offered to help attendees apply each topic to their own personal situation.

Registration includes one workbook from the Pine Grove Financial Group. A guest/spouse included in registration at no cost.

Joel Baumgarten

Instructor

Joel is a Certified Financial Planner® - Wealth Advisor with Pine Grove Financial Group. Joel earned his Bachelor's of Science in Finance from the University of Wisconsin - River Falls. His experience over the past 15 years have given him the ability to help others better understand and be confident in their financial decisions. He is proud that he has helped thousands of families through the challenges in preparing for retirement; together navigating through any twists and bumps that may pop up along the way. Having come from a more fast-paced corporate firm, he is now enjoying the luxury of spending more time with his clients developing lifelong, all-encompassing plans to best meet their ongoing needs.

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