Simplify Your RetirementBaby Boomer Retirement Course

Waukesha, WI

This 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.
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Course Location & Schedule

New courses are being setup, please check back soon.

Registration

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 the “Reserve Your Spot” button to register
  • Follow the PayPal instructions
Questions? Call your course instructor at (414) 258-0806.
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About Your Course Instructor

Gregory Zwick Waukesha, WI

Gregory Zwick

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 strategies 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.