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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."

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.

Register Here