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.
The following programs will be held in the the fall of 2022. Attend online or in a classroom (details TBD). A recording of each webinar will be available after the event. A review of past webinars, listed below, is good preparation for the fall 2022 programs.
Tax Efficient Distributions to Family and Charities
Monday, September 19, 2022, 10:00am to 11:30am.
A link will be provided to UMRA members.
Review the fall 2021 presentation recording and slides.
Sounds fades in and out on this recording. The PowerPoint slides can be downloaded for more complete information. After downloading the PowerPoint file, click on "Enable Editing" and on "Reading View." From there, the URL/links lead to updated corresponding information on the Fidelity Investment Company website and the UMN Foundation website, with a more detailed explanation of many topics.
Estate Planning
Monday, November 7, 2022, 10:00am to 11:30am.
A link will be provided to UMRA members.
Review 2021 estate planning webinar.
Tax Update: Elections, Forgiveness, & Taxes, Oh My!
December 14, 2022 – hybrid meeting
Todd J. Koch, CPA, MBT, CFP /JAK Partner, has again invited UMRA members to attend the year-end tax planning presentation for JAK clients. A link will be sent to UMRA members with the JAK classroom location.
Review the 2020 (not 2021) version of this webinar.