FINANCE AND LEGAL GROUP

FLG estate planning meeting CANCELLED

Wed, Aug 15 2018, 2pm

Location
John A. Knutson & Co., PLLP, classroom, 1755 Prior Avenue, North, Falcon Heights, MN 55113
 

All UMRA members are invited to the Finance & Legal Issues Group (FLG) workshop on estate planning and lifetime distributions to be held on Wednesday, August 15, from 2 to 3 p.m. at the John A. Knutson & Co., PLLP classroom, 1755 Prior Avenue North in Falcon Heights, MN 55113. 

Unless members suggest other topics, we’ll focus on issues involving trusts and tax-effective lifetime distributions among family members and charities. Please send your suggestions to me at [email protected] or 612-747- 6015.

You may also join us by computer, tablet, or smartphone. For directions to the classroom location or how to sign in for the online presentation, please contact Kim Elm, John A. Knutson & Co., [email protected] or 651-379-5732.

— Andy Whitman, FLG Coordinator



Upcoming Events

Event Date: May 20, 2024, at 9:30am

The May 20 hike will start at the Historic Lift Bridge in Stillwater and go along the river to the new bridge, cross over and then back on the Wisconsin side, a total of approximately 5 miles. Most of the route is paved. We will eat lunch after at Brian's Bar and Grill in Stillwater.  Car pooling will be available.


Event Date: May 21, 2024, at 10:30am

Climatologist and meteorologist Mark Seeley joined the U of M faculty in 1978 and has been a weekly commentator on Minnesota Public Radio since 1992. We are honored to welcome him as our guest speaker for UMRA’s May Luncheon Forum and 2024 Annual Meeting. He is always entertaining and informative.


Event Date: May 24, 2024, at 2pm

UMRA’s Fourth Friday Book Club welcomes back, for the second time, author Julie Schumacher, U of M Regents professor of creative writing and English, for a conversation about her novel The Shakespeare Requirement.


Event Date: June 3, 2024, at 9:30am

We are in for a treat on June 3! Lynn Anderson, will lead us on trails at two parks near her Monticello home. Bring a bag lunch and we will gather in Lynn's yard along the Mississippi River for eating and socializing after the hike.


Event Date: June 14, 2024, at 7:10pm

Get out to the ballpark with fellow UMRA members for the annual U of M Day at Target Field as the Minnesota Twins take on the Oakland Athletics on June 14 at 7:10 p.m.


Event Date: June 17, 2024, at 9:30am

Please join us at 9:30 on June 17, 2024 for a walk around Lake Como in St. Paul before attending the UMRA Summer Social and Picnic starting at 11 at the Como Pavilion. A perfect opportunity to get in a walk before we gather to celebrate summer.


Event Date: June 17, 2024, at 11am

Picnic under the covered, open-air Como pavilion, gaze at the water, spy some birds, catch up with friends and former colleagues, and meet new members. We’ll have lunch with plenty of time for visiting and then compete in teams as we are challenged by our Quiz master(s)!


Event Date: June 24, 2024, at 8am

Healthy aging, mindfulness, fighting ageism, and more will be the focus of the third annual Age-Friendly University Day to be held on the U of M Twin Cities campus.