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6 Results

  • 5 Phases of an IRA

    There’s a shift in your mindset when you switch from saving and investing all those years to spending that money – and paying taxes on it. There are many options if your goal is to grow, spend and give more of your wealth. But it takes planning. Join Thrivent expert, Greg Schraufnagel, for a workshop on the 5 Phases of an IRA and discover strategies for reducing the taxes you and your heirs could pay. No products will be sold.
  • Everything You Want to Know About Medicare

    An educational presentation for anyone who wants to know more about Medicare. Topics will include Parts A, B, C, & D of Medicare, application process, estimated costs, supplements, MAPD, and when is the right time to sign up. This an ideal course for people that are turning 65 or over 65 and coming off their employer medical plan as well as those currently enrolled in Medicare.
  • Let's Probate an Actual Minnesota Estate

    In this class, we will walk through an actual Minnesota Probate Estate from the filing of the Application for Probate to the Final Accounts and all the steps in between. Class participants will learn the entire process including: current form, court and filing requirements accounting and procedural steps procedures for the sale and distribution of estate assets We will also discuss the roles, responsibilities, and liabilities of a person who is appointed as the Executor/Personal Representative. The class will be filled with real-life examples and solutions to the multitude of issues involving a typical (or not typical) Minnesota Probate Estate. Bring your questions.
  • Medicare Matters: You, Medicare, and the Inflation Reduction Act

    Over 67 million people receive health insurance coverage through Medicare. But even though it is widely used, it can be very overwhelming and confusing. This course will cover the different parts of Medicare (A, B, C, and D), enrollment periods, and costs. We will also discuss how the Inflation Reduction Act impacts Medicare coverage and how you can get the most out of your Medicare plan.
  • Savvy Tax Strategies

    Learn how to avoid common mistakes when it comes to your investment portfolio, health care and estate strategies. The Savvy Tax Strategies workshop provides answers to the critical tax questions you must answer before retirement. Explore how to help dodge the Social Security “tax trap” and more. Fact #1: Taxes can be complicated. Fact #2: No one wants to pay more than their fair share. Cut through the jargon to help create an efficient retirement tax strategy and avoid common—and costly—mistakes regarding your investments, health care and estate. No Products will be sold.
  • So Your Thinking of Leaving Minnesota, An Attorney's Perspective On How To Do It

    A vital part of every retirement or resettlement discussion involves the roadmap of issues that help us decide where we want to call home! Is it Taxes, the Political Landscape, the Weather, the location of Family assets, Debt or Income concerns in Retirement, Cost of Living, Health Concerns or . . . our Friends are already there! When should we start this discussion? Did you know many States do not tax Social Security, Pensions or other Qualified Retirement Income sources? Which are the worst states for Estate Taxes? How do we establish Domicile? How about quality of medical resources and retirement facilities – who is good, who is not-so-good? All these issues will be raised and discussed in an open and friendly manner with questions encouraged.