Retirement Planning Today® - New!
In this course you’ll learn how to: manage investment risks, use new tax laws to your advantage, make informed decisions about your company retirement plan, and adjust your estate plan to function properly under the new laws.
However, money is only one aspect of retirement planning. This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals.
This course includes a 225-page illustrated textbook. Couples may attend together for a single registration fee. Class sizes are limited so register today.
Dates (choose one session):
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
Questions: If you have questions about the training or how to register, contact the College of Extended Learning at 507-389-2572, or 1-800-311-3142, or email
For MSU events: individuals with a disability, who need reasonable accommodation to participate in this event, are asked to contact the Office of Disability Services at 507-389-2825 (V/TTD), 800-627-3529 or 711 (MRS/TTD) at least five days prior to the event.
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