shortcut to content

Minnesota State University, Mankato

Minnesota State University, Mankato
Continuing & Professional Education

Retirement Planning

Page address: http://www.mnsu.edu/continuinged/retire.html

 

 

Retirement Planning

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):

  • Session 1: Tuesdays - October 7 & 14, 6:30 PM - 9:30 PM

  • Session 2: Thursdays - October 2 & 9, 6:30 PM - 9:30 PM

     

Fee:

Cost is $49 and covers two (2) attendees if you'd like to bring guest. 

 

Location:  

Minnesota State University @ Edina 

7700 France Avenue South

Edina, MN  55435

 

To Register Please Click:  REGISTER NOW!!

 Or Call: 

 507-389-1094 or 800-627-3529 (Advanced registration is required.) 

 

Presenter: 

Lauren Klein, CRPC®  

 

Lauren is a Financial Planner with Vantage Point Wealth Management providing advice regarding wealth management and retirement planning, protection planning, and employer benefit design.

Lauren is passionate about helping clients pursue their financial goals and committed to staying current on emerging trends in the financial planning industry. She began her career as an advisor with Ameriprise Financial where she received industry renowned training and consistently earned outstanding customer feedback from clients for her advice. Since then Lauren achieved her Chartered Retirement Planning Counselor (CRPC®) designation, and CERTIFIED FINANCIAL PLANNER TM, CFP® Certification. She is a graduate of University of Minnesota, Twin Cities.

As a life-long Minnesotan, Lauren is very active in reaching out to community groups to help their members better understand and plan their financial roadmap. She has helped people build their first financial plan; parents plan for college, transition clients into a much anticipated retirement, and individuals deal with the challenge of an unplanned life transition. She works with her clients to evaluate and truly understand their financial reality– providing well researched and practical advice with persistent, caring oversight to help them work toward their goals.

 

Registration information: Registration taken on a first come first serve basis.
You will receive a confirmation e-mail following your registration

Cancellation Policy

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  continuinged@mnsu.edu