Online Retirement Planning Fundamentals

Fee - $119 per person or couple sharing a workbook*

The event fee includes a workbook, one instructor consultation, and instruction.

A surcharge of 2.85% will be added to the final purchase price for all credit/debit card transactions, applied at checkout, to cover processing costs. Payment by check will be exempt from the additional surcharge. Checks can made out to "UW-Whitewater" and mailed to UW-Whitewater Camps and Conferences, 800 West Main Street, Room 2005 Roseman Hall, Whitewater WI 53190.

All registrant accounts must be paid in by the date indicated on the program website, a minimum of 10 days prior to the event. Registrants with outstanding balances after payment is due in full are subject to being removed from the event roster without refund. Payment deadlines are included on individual event webpages. Please contact Continuing Education Services at cesevents@uww.edu prior to this deadline if extenuating circumstances prevent you from completing a payment.

Your online registration and payment are always safe and secure. We accept MasterCard and Visa credit card payments in our online registration system. We will NOT accept credit card payments over the phone. We will accept checks made out to "UW-Whitewater" and mailed to UW-Whitewater Camps and Conferences, 800 West Main Street, Room 2005 Roseman Hall, Whitewater WI 53190.

Confirmation Emails
Once you register to attend an event (including waitlisted), a confirmation email will be sent to the email address you registered with. Contact cesevents@uww.edu if you do not receive this confirmation email. You must have a working email address on file with us to be able to receive important announcements and updates about this event.

For participants who will be receiving a sponsorship to attend this event, please follow these steps to redeem your sponsorship:

• Register for the event and use the promo code provided by your sponsor during checkout.
• The sponsorship amount will be deducted from your invoice. Any remaining balance will be the participant's responsibility.
• If you need to cancel your registration, please note that the sponsorship funds will be returned to the supporting organization.

Please note that any qualifying discounts given by the event will not be applied after you have paid in full. Be sure to use the promo code during checkout to receive your discount. You will be charged if you do not qualify for the requested discount at the start of the event.

If a refund is issued due to overpayment on your account, a processing fee will be assessed.

If you have received an award or scholarship without a promo code or want to use two promo codes, please call Continuing Education Services at 262-472-3165 or email cesevents@uww.edu before registering to avoid overpayment fees.

Want to Sponsor a Registrant?
If you would like to sponsor a registrant and cover all or partial fees, you can request a promo code to give to your chosen registrant. Get more information about sponsoring a registrant.

Refunds: In the event of a cancellation, Continuing Education Services should be notified no later than 21 days before the start of the event to receive a refund, less the 20% administration fee. Cancellation requests received less than 21 days from the start of camp will receive a refund minus a 50% late cancellation fee. Cancellations due to medical reasons will receive a full refund, less the 20% administration fee if the cancellation is requested and medical documentation is provided prior to the start of the event. Valid medical cancellations must include a signed letter from a licensed physician to qualify. NO REFUNDS will be given for withdrawal due to early departures, disciplinary reasons, or no-shows after the camp has started. 

All cancellation requests must be submitted to cesevents@uww.edu; provide the registrant’s name, camp title, and medical documentation, if applicable. Refunds will be returned to the name and address of the payer. 

We reserve the right to cancel any event for any reason; in such case, all fees paid will be refunded, or contact cesevents@uww.edu for alternate arrangements.

Cancellations and payments: All registrant accounts must be paid in full 21 days prior to the start of the event. Registrants with outstanding balances after payment is due in full are subject to being removed from the event roster without a refund. Please contact Continuing Education Services at cesevents@uww.edu prior to this deadline if extenuating circumstances prevent you from completing a payment.

By registering for an event, you agree to our Registration Terms and Conditions. UW-Whitewater will hold all registrants responsible for their conduct. Serious misconduct or disruption will lead to immediate dismissal from event. Registrants dismissed from the event will not receive a refund. Please review the Terms and Conditions for more details.

Be aware that we recommend that all portable electronic devices be left at home, but ultimately it is your decision. We know that parents and children value the ability to be able to call each other at a moment's notice. For that reason, we do not prohibit cell phones at camp, but ask that cell phone use does not interfere with the event and other participants. Parents are responsible for setting clear guidelines for cell use with their child. We will not be responsible for any lost or stolen items.

Optional complimentary lab consultation: After the last class session, you will have the opportunity to meet privately with one of your instructors. During the lab, you can ask specific questions regarding your personal financial needs and objectives and review your retirement strategy.

Course Workbook: When you attend, you will receive a comprehensive workbook focusing on money, investing, retirement and finance that will help you apply and retain the information discussed during the course. The workbook is packed with exercises, practical examples and charts to help you apply what you learn to your own situation. The workbook is yours to keep, and you will be able to use it as a reference tool for years to come.

Who Should Attend? Whether you are nearing retirement, already retired or beginning to develop a retirement plan, you can benefit from a wealth of real-world information and strategies for retirement success. These strategies can help you make the appropriate choices when confronted by investment alternatives, insurance coverage, increasing health care costs, tax-reduction methods and proper disposition of your estate at death. The course material is relevant to anyone who would like to educate themselves on sound retirement planning concepts – regardless of income, occupation or age.

Login to Online Session

A few days prior to the event you will receive an email from the director indicating the steps you will need to take to join this event. Please contact cesevents@uww.edu if you do not receive this email 24 hours before the event starts.

• A computer, tablet, or smartphone
• A reliable internet connection (hard-wired connections work best)
• A microphone (external mics preferred)
• Webcam

Webex will be the hosting platform for this event. Meeting links for joining will be available a week prior to the event. We will email you and provide the link to access sessions.

We receive many questions from registrants. We have prepared a page with answers to our frequently asked questions about registering and attending an event.

The University of Wisconsin-Whitewater is committed to equal opportunity in its educational programs, activities and employment policies, for all persons, regardless of race, color, gender, creed, religion, age, ancestry, national origin, disability, sexual orientation, political affiliation, marital status, Vietnam-era veteran status, parental status and pregnancy.

If you have any disabling condition that requires special accommodations or attention, please advise us well in advance. We will make every effort to accommodate your special needs.

By registering for this event you understand that the University may take photographs and or videos of event participants and activities. You will be required to agree at the time of registration that the University of Wisconsin-Whitewater shall be the owner of and may use such photographs and or videos relating to the promotion of future events. You will relinquish all rights that you may claim in relation to the use of said photographs and/or videos. Any media shared with the University of Wisconsin-Whitewater on social media or use of its hashtags grants the University use of media for any purpose.