United States

Time: Courses will start at 6:30PM and end at 9:30PM. This course consists of TWO three-hour sessions. 
Registration Fee: A spouse, partner or guest may attend with you for a single registration fee of $75.

DANE COUNTY
Location: Driftless Room @ 5201 Fen Oak Drive, Madison, WI 53718

2025 Winter Class Dates:
Wednesdays: 1/22 & 1/29 
Thursdays: 1/30 & 2/6
Mondays: 2/3 & 2/10
Wednesdays: 2/12 & 2/19
Mondays: 2/24 & 3/3
Tuesdays: 3/4 & 3/11

To register online, please click here: https://events.humanitix.com/retirement-planning-today-winter-2025. For questions or to request a brochure, please call (608) 224-3700.

Are you between the ages of 50-70 and considering retirement? We hold educational workshop classes to help individuals understand their finances and learn how to plan to meet their financial goals.

Retirement Planning Today - Winter 2025

Dane County UW-Extension

Dan Roe

In this dynamic and interactive session, we will guide you through the exercises of Core Feelings & Purpose Quadrants, designed to shift your approach to goal setting. Instead of focusing solely on what you want to achieve, this session will help you first clarify how you want to feel, ensuring that your goals resonate deeply with your purpose.

Through practical exercises and real-life applications, participants will explore the power of Core Feelings in setting purpose-driven goals and learn how to map their values, passions, and contributions using the Purpose Quadrant framework. You’ll walk away with actionable strategies to set goals that not only matter but also lead to greater clarity, confidence, & fulfillment.

Key Takeaways:
- Discover the Power of Core Feelings: Learn how to set emotionally intelligent and meaningful goals by aligning with how you want to feel.
- Utilize Purpose Quadrants: Map out your values, strengths, and contributions to create a purpose-driven plan for success.
- Unlock Your Full Potential: Gain clarity on how to align your actions & decisions with your core feelings for authentic, purpose-filled living.

Setting meaningful goals is no longer just about achieving targets—it’s about aligning with your core values & emotional intelligence to drive authentic success. 

[Free Event] - From Resolution to Evolution: Set Goals with Emotional Intelligence & Purpose

Madison

Jennifer Bruhn

Are you prepared for what’s next?

The business and tax landscape is on the brink of significant changes, and staying informed is critical to protecting your bottom line and future growth. If your pulse isn’t on this, it needs to be!

Join us for an in-depth webinar where our experts will guide you through:
•	Tax Updates on the Horizon
o	Key expiring provisions and proposed legislation
o	How election outcomes could impact your tax obligations
•	Business Climate Shifts
o	Corporate Transparency Act (CTA): Beneficial ownership reporting update
o	Tariffs and supply chain sourcing: Adapting to global changes
o	Immigration updates and eVerify compliance: What you need to know to stay ahead
•	Tax Cuts and Jobs Act (TCJA) Sunset Provisions
o	What the 2026 changes mean for estate planning
o	Potential extensions and strategies to prepare now

This is your chance to get actionable insights into the tax and business updates that matter most to you. Don’t let the uncertainty of the current climate leave you unprepared.

Presented by:
•	Eric Trost, Principal, SVA Certified Public Accountants
•	Dan Glomski, Principal, SVA Certified Public Accountants
•	Nancy Mehlberg, Principal, SVA Certified Public Accountants
•	Rick Kollauf, Principal, SVA Certified Public Accountants



The business and tax landscape is on the brink of significant changes, and staying informed is critical to protecting your bottom line and future growth. If your pulse isn’t on this, it needs to be!

results for ''

Retirement Planning Today - Winter 2025

[Free Event] - From Resolution to Evolution: Set Goals with Emotional Intelligence & Purpose

Stay Ahead of the Curve: Tax & Business Updates You Can’t Afford to Miss