
Over three weeks, this course will introduce you to concepts and strategies that may help you handle your day-to-day finances, potentially reduce your taxes, and manage your investments. What’s more, it will discuss how you can assess your current financial situation and develop a personalized plan that may help you achieve your retirement goals. Learn the strategies to help you benefit from a wealth of real-world information and strategies for retirement success.
Objective Education, Real-World Information
Unlike many free, one to two hour workshops that promote specific financial products, Retirement Planning Fundamentals is completely educational. The information you receive is objective and factual, without any references to specific financial products. This course introduces concepts and strategies that may help you make informed financial decisions.
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 DETAILS:
September 10, 17, 24 - 2025
Section meets virtually (live online), three Wednesdays from 6-8:30 p.m
$99 per individual or couple



Featured Instructors

Alexandra Spangler, CFP®, CDFA®
Alexandra believes in a holistic approach to financial planning and enjoys customizing portfolios specific to the clients’ needs and goals that are uncovered and constantly evolving throughout the relationship. She has a specific interest in family, legacy, and estate planning and helping other women with their financial goals. As a former Division I athlete, Alex’s dedication, work ethic, and energy brings a unique element to her teaching.

Michael Ratkovitch

Ryan Antkowiak, CFP®
Ryan joined Baird in 2007 and brings a versatile skillset to the team, shaped by a range of roles over the years. Based in Minnesota, he leads the team’s financial planning efforts, using real-time modeling to align clients’ goals with their values, while integrating tax strategies, estate planning, and philanthropy.
A graduate of Marquette University with a degree in Finance and Marketing, Ryan earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2009. He is active in several organizations, having served as President of the Financial Planning Association of Minnesota, a board member for the Hennepin Healthcare Foundation, and a committee member for Cristo Rey – Twin Cities. Passionate about financial literacy, he also teaches financial education classes locally.
Join us!
Next Course: September 10, 17, 24 - 2025
Section meets virtually (live online), three Wednesdays from 6-8:30 p.m.
$99 per individual or couple