EVENT SUMMARY: | FINANCE AND LEGAL GROUP
The following article summarizes the original event which is listed below the summary.

Financial Life in Retirement

September 30, 2024, at 10am
 

By David Foster, CFP©, CRPC©, CRPS©. 
Vice President, Senior Wealth Planner. 

Topics 

  • Longevity 
  • Distributions 
  • Long Term Care 
  • Social Security 
  • Comprehensive planning 

     

~ Andrew Whitman, [email protected]

Event recording
Click on , then    to view recording in full screen.

 


 


FINANCE AND LEGAL GROUP

Financial Life in Retirement

Mon, Sep 30, 2024, 10am

Location
Event to be held via Zoom.
 

By David Foster, CFP©, CRPC©, CRPS©

Topics 

  • What does “Risk” mean? 
  • How to Reduce Risk Over Time. 
  • What is the biggest factor preventing higher rates of return? 
  • Improve Investor Behavior by Alignment of values, goals, and behavior (and spouses/partners) 
  • When is $4,000,000 > $5,000,000? 
  • Taxation of Investment Vehicles 
  • Contributions/Conversions: Roth IRAs 
  • Challenges to Maintaining Wealth 

 

Registration required to attend and to receive a recording: https://umn.zoom.us/meeting/register/tJUudOuqrj4uGtDzNtNKvltxjVJg44oWYbZB

~ Andrew Whitman, [email protected]
FLG facilitator



Upcoming Events

Event Date: August 21, 2026, at 2pm

UMRA’s Book Club I will discuss the debut novel Buckeye by Patrick Ryan when it meets via Zoom at 2 pm. on Friday, August 21. 


Event Date: August 28, 2026, at 2pm

You are invited to join the discussion of The Cause: The American Revolution and Its Discontents, 1773-1783 by Joseph J. Ellis.


Event Date: September 8, 2026, at 12:30pm

"Monuments" is the theme for September.


Event Date: September 9, 2026, at 10am

UMRA member Mike Amidon, president of the Minnesota Genealogical Society in Mendota Heights, will provide a brief overview of the society, the library, and the many volunteers who help maintain it, when UMRA’s Family History Interest Group meets on Wednesday, September 9.


Event Date: September 15, 2026, at 9:30am

Bev Moe leads a hike around Lake of the Isles in Minneapolis with a social gathering afterwards at Isles Bun & Coffee.


Event Date: September 17, 2026, at 8:30am

Older adults often have difficulty with sleep. Our goal for this informal discussion is to share with each other helpful routines and strategies. Our resource person will be sleep specialist Marcel Hungs, MD, PhD.


Event Date: September 18, 2026, at 2pm

UMRA Book Club I will discuss The Secret Book of Flora Lea by Patti Callahan Henry when it meets via Zoom at 2 p.m. on Friday, September 18. The day’s discussion leader will be Judy Helgen. 


Event Date: September 21, 2026, at 10am

Critical issues facing detained immigrants and their families will be discussed.


Event Date: September 22, 2026, at 11am

UMRA’s September Living Well Workshop will feature Carol Bradford, MD, MS, FACS, interim dean of the University of Minnesota Medical School and interim executive vice president for Health Affairs. She is an internationally recognized cancer surgeon-scientist who also brings considerable leadership and administrative experience. 


Event Date: September 24, 2026, at 1:30pm

We'll visit with Marla Spivak, MacArthur Fellow and Emeritus Professor of Entomology and Dr. Katie Lee


Event Date: September 25, 2026, at 2pm

A 1978 short story collection by American author John Cheever. 


Event Date: September 29, 2026, at 11am

Professor Arun Saldanha, the featured speaker for the first luncheon forum of UMRA’s 2026–27 program year, will examine how tourism has evolved in an era shaped by pandemics, climate concerns, and changing global realities; and encourage us to think about what it means to be thoughtful, responsible, and curious travelers. 


Event Date: September 30, 2026, at 10am

 The architecture in Iceland is as spare as the culture -- honest and simple.


Event Date: October 5, 2026, at 9:30am

Michelle Trudeau-Spanjers leads the hike at William O'Brien State Park.


Event Date: October 5, 2026, at 10am

Topics include longevity, distributions, long term care, Social Security, and comprehensive planning.


Event Date: October 13, 2026, at 12:30pm

The theme for October is "Hands."


Event Date: October 15, 2026, at 3pm

UMRA’s second “Campus Conversation” with a University leader will offer UMRA members an exclusive opportunity to meet with John Morris, president and CEO of the University of Minnesota Foundation. The focus of the conversation will be the role of the foundation and its relationship to retirees.


Event Date: October 19, 2026, at 9:30am

Jon C leads the hike at Nerstrand Big Woods with lunch afterwards.


Event Date: October 20, 2026, at 11am

Michael Osterholm is a well-known epidemiologist, author, and public commentator with particular expertise on infectious diseases and vaccines. His conversation with us via Zoom will address current major public health outbreaks around the world, as well as the importance of preparedness for future pandemics.


Event Date: October 26, 2026, at 10am

Discuss long term care options with Fred Andersen.


Event Date: October 27, 2026, at 11am

Chris Coleman, Twin Cities Habitat for Humanity president and CEO and a two time alumnus of the University of Minnesota, will provide a deep dive for UMRA’s October 27 luncheon forum into how Habitat creates, preserves, and promotes affordable homeownership for low-income households.


Event Date: November 2, 2026, at 10am

Bob & Jean Hall and Andy Whitman, participants. 


Event Date: November 10, 2026, at 11am

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Event Date: November 10, 2026, at 12:30pm

The theme for November is "Pathways and roadways"


Event Date: November 12, 2026, at 10am

UMRA’s Cabinets of Curiosity tour will offer an insider's look into the important work happening at the University of Minnesota Veterinary Medical Center. We will enjoy a walking tour through patient exam rooms, student learning areas, and clinical/surgery suites, highlighting how faculty experts and student veterinarians collaborate to deliver life-saving care.