Retirement PlanningPage address: http://www.mnsu.edu/continuinged/retire.html
1. Retirement Planning Today® - New!
Presented in partnership with Vantage Point Wealth Management
Retirement Planning Today contains something for everyone. In straightforward language, this class explains time-tested strategies that will help you to make informed financial decisions. Whether your objective is to build a nest egg, protect your assets, or preserve your lifestyle throughout retirement, this course will help you plan your future with confidence. And, by showing you how to assess your financial situation, you'll be able to develop a personalized plan to achieve your retirement goals.
The course includes a 224-page illustrated textbook. Couples may attend together for a single registration fee. Class sizes are limited so register today.
Dates: (choose one session)
Location: Minnesota State Mankato @ Edina
7700 France Avenue South
- Session 1: Tuesdays - February 24 & March 3, 2015 6:30 PM - 9:30 PM
- Session 2: Thursdays - February 19 & 26, 2015 6:30 PM - 9:30 PM
2. Passport to Retirement
Define and Create Your Retirement
Assess the Costs
Evaluate Sources of Income
Invest for the Future
Protect Your Health and Wealth
Receive Funds from Retirement Plans
Manage Your Estate Distribution
Plus Free 135- page retirement planning guide per couple or per person attendee
Location: Minnesota State University Mankato AT Edina
Room : FR340
7700 France Avenue South
Edina, MN 55435
Dates & Time: Thursdays, March 26 and April 2 or Tuesdays, March 31 and April 7
All sessions: 6:30 pm to 9:30 pm
Fee: Cost is $49 and you can bring a guest at NO additional cost !!!
To Register for: Retirement Planning Today® OR Passport to Retirement
Please Click: REGISTER NOW!!
Lauren Klein, CRPC®
Partner & Financial Consultant with Vantage Point Wealth Management
As Partner and Financial Consultant, Lauren is passionate about helping clients pursue their financial goals and committed to staying current on emerging trends and best practices in the financial planning industry. Lauren currently teaches Retirement Planning classes to pre-retiree’s (ages 50-65) through Minnesota State University – Mankato. She is also an active member of the Financial Planning Association. Her specialties include retirement income planning, investment management and income tax planning.
Lauren began her career as a Financial Advisor at Ameriprise Financial where she received industry renowned education and training. She has attained both a Chartered Retirement Planning Counselor (CRPC®) certification and Certified Financial Planner™ certification (CFP®).
Lauren is a graduate from the University of Minnesota and resides in Apple Valley. When not working at the office, Lauren enjoys spending time with family and friends, playing with her dog Charlie, volunteering on church mission trips and working with non-profit organizations such as Big Brothers Big Sisters.
Questions: If you have questions about the training or how to register, contact Continuing Education & Professional Development at 507-389-1094, or 1-800-311-3142, or firstname.lastname@example.org