Baby Boomer Retirement Course

For the baby boomers, there’s been a shift in retirement income planning when compared to previous generations. This course is a comprehensive personal finance course for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as income planning, Social Security maximization and the risks to avoid. You’ll learn how to incorporate health care, inflation and their considerations into your overall plan. Upon completion, you’ll be better prepared to take the necessary steps to create your own retirement strategy.

Course Location

Carroll University
Center for Graduate Studies (Room 113)
2140 Davidson Rd.
Waukesha, WI 53186

Course Schedule

This course meets once a week for two consecutive weeks.

Tuesdays, Apr. 10 and 17, 6:30 P.M. – 9:00 P.M.
Saturdays, Apr. 14 and 21, 9:30 A.M. – 12:00 P.M.


• Tuition $59 (includes all course materials and fees)
**$10 discount if registered on or before 3 days prior to beginning of class**
• Couples may attend for a single tuition cost
• Fill out form
• Select dates on form
• Click on the “Reserve Your Spot” button to register for chosen date
• Follow the PayPal instructions

Register Here

About Your Course Presenter

Gregory Zwick is an independent financial advisor with Central Financial Services in West Allis, Wisconsin. He helps clients manage and protect their assets and wealth, with special emphasis on those in or with an eye on retirement, the elderly, and those with special needs.

Greg is a registered representative and investment advisor representative with Cetera Advisor Networks LLC who holds his Series 7 and Series 66 securities registrations. He is a licensed insurance agent providing life, health, disability income, and long-term care insurance. Greg also holds the CLTC (certification for long-term care) designation and has 15 years of experience in providing financial education to hundreds of adults in local communities and businesses.

About Simplify Your Retirement

Simplify Your Retirement is an independent financial education company. The goal of the Simplify Your Retirement course is to take the complexity out of retirement planning and to provide main street investors with the peace of mind about retirement. Our goal is to empower Baby Boomers to prepare for a secure and peaceful retirement.

Licensed Insurance Professional. By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

Securities and advisory services offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Cetera is under separate ownership from any other named entity.