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.
Past Events & News
Estate Planning
Event Date:Overview of all your important financial decisions from taxes to trusts and health care directives. More...
Long Term Care Insurance class
Event Date:Funding Long Term Nursing care as an ongoing issue. There are a number of factors that will determine if LTC insurance is right for you – your age, health, retirement goals, income and assets. More...
Tax efficient distributions to family and charities
Event Date:This presentation was recorded at Carlson School. Topics included IRS compliant ways to make qualified charitable distributions (QCD) from your IRA or rollover IRA; funding gifts to Minors and other gifts; plus more. More...