Retirement Planning

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

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.

 

 

       

2. Retirement 101

Agenda: 

  • Setting realistic retirement goals 

  • Assessing the cost of retirement 

  • Identifying sources of income  

  • Investing now for your future

  • Protecting your wealth and assets 

  • Providing for your family and heirs 

  • Understanding retirement plan distribution methods

  • Plus Free 135- page retirement planning guide per couple or per person attendee

 

 

Location: Minnesota School of Business, Richfield Campus 
                 2nd Floor Students Commons 
                 1401 W 76th Street   
                 Richfield, MN 55423

 

 

Dates & Time:  

Thursdays, June 11 & 18  or  Tuesdays, June 16 & 23

All sessions: 6:30 pm to 9:00 pm

Fee: Cost is $49 and you can bring a guest at NO additional cost !!! 

( Please email us the guest details in advance to register ) 

 

To Register for:  Retirement 101
Please Click: REGISTER NOW!!                  
Or Call:   507-389-1094 or 800-627-3529 (Advanced registration is required.) 

 

Instructors:

Passport to Retirement is presented across North America by financial services professionals. our local instructors are:

Tedd Bradley, an Investment Advisory Representative with NRP Advisors, LLC, a registered investment advisor, member FINRA/SIPC. Securities offered through LPL Financial, member FINRA/SIPC. LPL Financial and NRP Advisors LLC are separate entities.

Sound Money Group

Bob Potter

Scott A. Haakenson, CFP'", AIP

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

 

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  cepd@mnsu.edu