FLG seeks input, co-facilitator for 2019
Thu, Feb 21 2019, 2pm
All UMRA members are cordially invited to the Finance & Legal Issues Group (FLG) planning meeting on February 21. It be held at John A. Knutson & Co., PLLP, in Falcon Heights. (Site contact: [email protected] or 651-379-5732).
Meeting Agenda
- FGL 2019 sessions, structure and topics
- dealing with wild stock market fluctuations—panel including two experts (CPA, CFP) experienced in working with seniors and two UMRA members
- planning for when you no longer can or want to manage finances (incapacity)—panel led by one or two attorneys experienced in elder law and two UMRA members
- making distributions to family and friends, including gifts to minors (UGMA, UTMA) and 529 plans; strategies for funding and spending from them; tax implications, including income, estate, and gift tax
- year-end income tax planning, led by Todd Koch, as he did in fall 2018
- Need for a co-facilitator to work with Andy Whitman, and an editor to write and post announcements in the UMRA Newsletter and website, review emails and feedback from UMRA members, engage qualified speakers and UMRA panel members.
Whether or not you can attend the FLG meeting, please send your comments on the meeting agenda to Andy Whitman at 612-747-6015 or [email protected].
Upcoming Events
Our July 15 "hike" is going to be a kayaking adventure on Bde Maka Ska (formerly Lake Calhoun) and Lake of the Isles! If you don't have a kayak (or paddleboard), Wheel Fun Rentals, located next to the new concession stand rents single kayaks at $15 an hour and double kayaks at $25. The second hour is free if we rent before noon. Life jackets are provided with the rental.
Laura Ericksen will lead the discussion of How Stella Learned to Talk by Christina Hunger, a true story by a speech-language pathologist who taught her dog, Stella, to communicate using buttons associated with different words.
Our August 5 hike will be a reprise of our hike last summer at William O'Brien State Park. This is a beautiful park with a winding trail and a great view of the countryside. The hike is about 5.5 to 6 miles and we'll go at a moderate pace with frequent water breaks. After the hike, we will eat lunch at Rustic Roots Winery, a half mile north of the park.
Kathy Cramer will lead the discussion of The Bookbinder by Pip Williams, a book set in 1914 Oxford chronicling the life of Peggy who works in the University bindery, but craves a life beyond binding books but to being a scholar herself.
Enjoy a two-hour cruise on the Jonathan Padelford, leaving from the Harriet Island dock in St. Paul, boarding time at 5:30 p.m. We will have a brief program on board by Patrick Nunnally from the River Life Program of the Institute on the Environment.
August 31 is the due date for annual reports and updates. Annual Reports, Toolkits, web page updates, operating document updates and archives collections are all due each year on this date.
Autumn is a wonderful season in Minnesota so plan to join UMRA at the Andersen Horticultural Library at the Minnesota Landscape Arboretum. Kristen Mastel, head librarian and curator, will reveal its treasure trove of publications and artifacts relating to plant history, horticulture, and natural history. After the tour, those who are interested may stay to eat lunch together, sitting outside if the weather is nice. Later, you are invited to a one-hour tram tour of the entire Arboretum that includes natural areas of flowering shrubs, bogs, and forests, family garden and landscaping showpieces, and the red barn farm
After a summer break the UMRA Photo Club will next meet September 10, 2024 in the meeting room of the Hennepin County St. Anthony Branch Library. For those interested in lunch, meet at the Great Dragon at 11:30 am. For September the THEME will be Curves
We will continue to discuss the pros and cons of Medicare Advantage. You will also hear about notable non-health plan and non-broker resources.