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.

Four sessions are scheduled for fall of 2023 and spring of 2024. All sessions will be online and in a Carlson classroom (TBD). Registration is required. A link to the zoom recording will be posted on the UMRA web-site after each session.


Tax Efficient Distributions to Family and Charities

Monday, September 18, 2023, 9:45am, to 11:30am. Registration is required.

Presenter:  Andy Whitman, PhD. JD, UMN Professor of Insurance


Estate Planning 

Monday, November 6, 2023, 9:45am to 11:30am.  Registration is required.

Presenters:
Andy Whitman, PhD. JD, UMN Professor of Insurance
Matt Guttman, Estate Planning Attorney


Tax Update: Act Now! Year-end tax planning session

December 13, 2023 – 11:45a to 1:30pm.  Registration is required.

Presenters:
Andy Whitman, PhD. JD, UMN Professor of Insurance
Representative from a CPA firm


When Will the Medicare Advantage Bubble Burst?

May 6, 2024, 12:45PM to 1:30 PM. Registration is required

Presenters:
Andy Whitman, PhD., UMN Professor of Insurance
Kip Sullivan, author and health policy advisor to Health Care for All Minnesota

This session will update the May 8, 2023 session.

 

Upcoming Events


Event date:

UMN Technology Commercialization facilitates the transfer of UMN innovation beyond the research lab by helping our diverse researchers in development of new products and services that benefit the public good, foster economic growth, and generate revenue to support the University's mission.


UMRA Events
Event date:

This session will continue the discussion begun in the May 8, 2023 session.  See that article for details.

News


Estate Planning

Event Date:
Overview of all your important financial decisions from taxes to trusts and health care directives. More...

Long Term Care stats

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

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...

When Will the Medicare Advantage Bubble Burst?

Event Date:
Recording spreads awareness to rein in the Medicare Advantage (MA) privatized system, and protect traditional Medicare funding. More...