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.

 

 
 

Share your upcoming events. Submit event information in the Event Submission form

Past Events & News

Medicare Advantage and Traditional Medicare with the New UMOHR Exchange: Issues & Choices.

Event Date:
See this recording of Fin & Legal session on how the new "OHR Exchange" can assist? More...

Financial Life in Retirement

Event Date:
See the recording of David Foster, CFP©, CRPC©, CRPS©. Vice President, Senior Wealth Planner discussing Longevity, Distributions, Long Term Care, Social Security and Comprehensive planning More...

Shielding immigrants and foreign students

Event Date:
View the video presentation by R. Linus Chan, Professor of Clinical Law, Andy Whitman, Carlson School’s Partners, and Scott Whitman, Immigration Attorney. More...

Commercializing UMN Research & Inventions - Yields Excellent, Lasting Returns

Event Date:
Rick Huebsch, Associate VP for Research, Technology Commercialization at UMN, discussed 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. More...

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