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The Changing World of Retirement Planning Workshop

"The rules for a retiring generation of baby boomers have changed.  Learn how those changes affect you as you strive for a 

prosperous retirement."

Learn how to:

  • Evaluate the impact of the 2018 tax law changes on your retirement

  • Know if you have enough money to retire

  • Develop strategies to maximize your Social Security income

  • Avoid the three pitfalls of retirement distribution

  • Understand if your portfolio is truly "diversified"

  • Evaluate if Roth Conversion if right for you

  • Plan for incapacity due to illness or injury


Thursdays: May 2nd and May 9th


Tuesdays: May 7th and May 14th

6:30 p.m- 9:30 p.m. (Two 3 Hour Classes)


Saturday: May 4th 

9:00 a.m.- 2:00 p.m. (One 5 Hour Class)


University of Minnesota

Haecker Hall  

1364 Eckles Avenue 

Falcon Heights, MN 55108

University of Minnesota 

McNeal Hall 

1985 Buford Avenue 

St. Paul, MN 55108

If these dates don't work for you, please sign up to receive updates on upcoming events by clicking HERE

Register Here


Who is presenting this course?

Geoff George, the president and principal advisor at Lifetime Capital Planning Group.

What's the catch?

The catch is that you have to spend 6 hours of your life learning about retirement planning. Other than that, there is no catch.

No products or services are offered for sale or discussed at the events. The course materials are prepared in conjunction with the Society for Financial Awareness, a nonprofit organization committed to providing adult financial education. 

What about parking?

Haecker Hall: Please use either Lot SC 101 or the Gortner Avenue Parking Ramp. Limited street parking is available as well. 

McNeel Hall: Please use either Lot S106 or the Gortner Avenue Parking Ramp. Limited street parking is available as well. 

Following registration, you will receive a mailer that will provide additional parking information. 

This course is provided by The Society for Financial Awareness.