"The rules for a retiring generation of baby boomers have changed. Learn how those changes affect you as you strive for a
University of Minnesota St. Paul Campus
Haecker Hall 1364 Eckles Avenue
Falcon Heights, MN 55108
Thursdays: January 24 & 31 6:30 pm to 9:30 pm
Tuesdays: Jan 29 & Feb 5 6:30 pm to 9:30 pm
Learn how to:
Evaluate the impact of the 2018 tax law changes on you retirement
Know if you have enough money to retire
Develop strategies to maximize you Social Security income
Avoid the three pitfalls of retirement distribution
Understand if you portfolio is truly "diversified"
Evaluate if Roth Conversion if right for you
Plan for incapacity due to illness of injury
For more information about this workshop, check out our Event Brochure.