Financial & Legal Issues Group

Financial & Legal Issues Group (FLG) is designed to permit greater depth and continuity of discussion to facilitate problem solving and resource identification of retiree's financial and legal issues. UMRA sponsored various workshops on financial and legal issues in recent years, since the UMRA Board of Directors approved the creation of a Financial & Legal Issues Group in 2017.

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UMRA events.

Contact Andy Whitman, FLG facilitator, at [email protected] or 612-747-6015 with topic suggestions and/or to contribute experiences or resources.

Sessions are scheduled for the upcoming year -- see below. All sessions will be online and in person. Registration is required. A link to the zoom recording will be posted on the UMRA web-site after each session.

 

 
 

Interest group chairs—to get your events on the annual calendar, please send the event title, date, time, contact information, and description to the webmaster.

Upcoming Events

Commercializing UMN Research & Inventions - Yields Excellent, Lasting Returns

Event date:

You are cordially invited to see Rick Huebsch, Associate VP for Research, Technology Commercialization at UMN, who will discuss UMN Technology Commercialization. Tech Comm facilitates the transfer of UMN innovation beyond the research lab, to benefit the public good, foster economic growth, and generate revenue to support the University's mission.

Education Funding, tax-efficiently, for Children by Parents, Grandparents, Great Grandparents and Friends.

Event date:

You are cordially invited to this presentation by Andy Whitman, Professor, Attorney, Volunteer Financial Planner.  He will discuss investments for your grandchildren.

See More Future Events

Past Events & News

Taxes and Elections and Sunsets, Oh My! Tax planning for 2024 and beyond.

Event Date:
Watch the video to help you choose the moves that are right for you in this coming tax season. Everyone's tax situation is different, consult with a tax professional to come up with a financial plan well before year end. More...

Life & Estate Plans: Life, Incapacity, and Gifting

Event Date:
See the video of Estate Planning Attorney Matt Guttman discussing trusts and other estate planning issues. More...

Long Term Care Insurance and Proposed solutions

Event Date:

View zoom session presented by Fred Anderson, Chief Actuary, MN Commerce Department to learn about long term care insurance.  What does long term care insurance cover in MN?

More...

Financial Life in Retirement

Event Date:
See the recording for Financial Life in Retirement by David Foster, CFP©, CRPC©, CRPS©. Vice President, Senior Wealth Planner. More...

Medicare Advantage and Traditional Medicare: Issues & Choices

Event Date:
Several subject matter experts continue to discuss the pros and cons of Medicare Advantage and notable non-health plan and non-broker resources. More...

See More Past News