Course

Understanding the Language of Retirement, Tax, and Estate Planning

Jun 22, 2026 - Jul 6, 2026

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Full course description

Description

Navigate the maze of investing your hard-earned retirement portfolio in this fun, concise overview of the financial markets. Discuss the history and basics of investing, tax and estate planning and the fundamentals of managing your own investment portfolio. Learn about the forces that influence market direction. Prepare for April 15 with this update of the new tax and estate laws. Learn ways to protect and preserve your wealth for you and your beneficiaries. No specific financial products are discussed or sold.

Class Time(s)1:00 PM - 3:00 PM EST

Schedule

Day Date Time (EST)
Monday June 22, 2026 1:00 PM - 3:00 PM EST
Monday June 29, 2026 1:00 PM - 3:00 PM EST
Monday July 6, 2026 1:00 PM - 3:00 PM EST

InstructorRudy Fernandez

Rudy Fernandez, CFP, is a director in the Private Wealth Management Division at the Tampa office of Robert W. Baird & Co. He has more than 43 years of financial services industry experience.

LocationAllegro Hyde Park

# of Meeting(s)3

Notes