Retirement Planning

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1.  Retirement Planning Today® - New!

Presented in partnership with Vantage Point Wealth Management

Retirement PlanningRetirement 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

                  Edina, MN

  • 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!!                  

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



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®).

Beyond the Bio: 

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.

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