Financial Life in Retirement
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]
Financial Life in Retirement
Mon, Sep 30, 2024, 10am
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
The theme is "Flowers."
Planning meeting for 2025.
Group of tickets is reserved for us. Enjoy discounted tickets and attend with your fellow UMRA Members!
Vicki Gaylord presents "Out of the basement and into the museum: My experience donating family belongings."
Cabinets of Curiosities will seek out the University of Minnesota Herbarium on the St Paul Campus. Tim Whifeld, Collections Manager, will share his knowledge of that amazing collection and explain its critical importance in the twenty-first century. Botanists study these pressed plants, individually and collectively, to establish a history of plant life, often over centuries, because they contain compelling evidence of the ever modulating geographical distribution of plants and evidence of how climate, pests, and other factors have changed species over time.
Theme to be announced.
Group of tickets is reserved for us. Enjoy discounted tickets and attend with your fellow UMRA Members! Time is to be determined.