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Minnesota State University, Mankato

Minnesota State University, Mankato
Continuing & Professional Education

Retirement Planning

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

 

Presented in partnership with Vantage Point Wealth Management

Retirement Planning

 

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):

 

Savage Location -  Environ Learning Center, ASPEN

 

13550 Dakota Ave., Savage, MN 55378

  • Session 1: Tuesdays - February 11th and February 18th, 6:30 PM - 9:30 PM
  • Session 2: Thursdays - February 6th and February 13th, 6:30 PM - 9:30 PM

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

 

RegisterOnline Please call the office at (507) 389-1094 and let us know if you're planning to bring a guest!

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 email continuinged@mnsu.edu