We would like to offer our members an opportunity to attend a Retirement Planning session that will be held at our Information Center at the Mall of America.
The session is free of charge. Light refreshments will be served.
To see all the dates offered for this event, click here.
- Risk: What is the Color of your Money? Learn a simple process to understand your true risk tolerance so you can sleep well at night while achieving your retirement goals. Whether you are a beginner or an experienced investor, you will view your retirement savings in a new light, using the Color of Money Risk Analysis tool.
- Social Security: Learn about multiple options to help you maximize your Social Security benefits. If you are single, married, widowed or divorced your Social Security income options can be different. We will help you realize the best option for you.
- Retirement Income: Learn how to convert your retirement savings into a predictable income stream. You will learn what can go wrong (causing some to outlive their savings) and how to tailor an investment solution within your risk tolerance. We will show you a retirement Compass so you understand how each decision you make affects your retirement outcome.
- Income Tax: Learn how the new tax law will impact you in retirement and how to take advantage of tax strategies available to you.
To read more about our speakers, click here.