April 25 workshop will focus on financial challenges and planning for singles
Tue, April 25 2017, 1:30pm
Campus Club ABC
Workshop leaders Andy Whitman (UMRA member and professor, Carlson School of Management) and Susan J. Link, Maslon Law Firm, Minneapolis, will lead a discussion of “Financial Challenges for One: Singles, Caregivers, Widows, Widowers.”
“I planned for life as a widow, but got a lot wrong” (a quote from an anonymous source). When there is just you, financial planning can be challenging. No matter if you have lost a spouse, partner, last living parent, or are the one solely responsible for financial decisions for yourself or another— life can get very complicated. And it can be even more difficult when these financial matters must be handled while grieving or when one is beset with anxieties for the future. This situation cannot be described as “living well.”
This workshop will air the issues that can go wrong as well as explore ideas that others have discovered to prevent or remedy some of the problems they faced. Several UMRA members have volunteered to participate on a panel to share the benefit of their experiences and “hindsight” to help others who may face similar issues in the future. The Cares Committee will also distribute a list of helpful references we encountered in preparation for this workshop.
Plan to join us and share your own experiences (positive or negative) when confronted with solo financial planning.
The workshop begins at 1:30 p.m. following the UMRA luncheon meeting April 25. Bring your friends. UMRA workshops are open to all.
— Earl Nolting, UMRA Program Committee
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