Finance and Legal Group
Estate Planning for RetireesEvent Date: -Estate Planning for retirees is presented by an estate planning law firm, and will review wills vs. revocable living trusts; protecting inheritances from divorce, creditors and other claims; concerns related to putting your property in your childrens' names, and more. More... |
Tax planning strategiesEvent Date:Making tax-wise contributions to charities is one important issue that will be discussed when UMRA's Financial & Legal Issues Group meets in November. More... |
Estate planning for retireesEvent Date:FLG invites members to learn how estate planning can protect your legacy More... |
Strategies to reduce income taxEvent Date:All members of UMRA are welcome to attend the next meeting of UMRA’s Financial and Legal Issues Group at John A. Knutson & Co., PLLP, in Falcon Heights. More... |
FLG seeks input, co-facilitator for 2019Event Date:All UMRA members are cordially invited to the Finance & Legal Issues Group (FLG) planning meeting on February 21. It be held at John A. Knutson & Co., PLLP, in Falcon Heights. (Site contact: [email protected] or 651-379-5732). More... |
The ever-evolving tax code: what to expectEvent Date:UMRA’s Finance & Legal Interest Group invites you to an income tax management session to learn how the new tax code may impact your financial status. More... |
Charitable giving and the new tax codeEvent Date:“How to get a better tax bang for your charitable buck” is the title for this first of two sessions on tax-efficient charitable giving. Online or in person session. More... |
FLG estate planning meeting CANCELLEDEvent Date:CANCELLED: This Finance & Legal Group workshop has been cancelled. More... |
FLG invites you to learn about elder care, April 25Event Date:Join a discussion about elder health care with the Finance and Legal Group. More... |
FLG April Meeting to focus on elder care healthEvent Date:Join us for the April meeting of the Finance and Legal Group. Details can be found below. More... |
FLG invites members to learn about identity securityEvent Date:New UMRA interest group, Finance and Legal Group (FLG), will meet February 21 for a workshop on identity security. More... |
New Financial and Legal Issues Group gets underway“Tax Planning in Uncertain Times” was the topic for the first meeting of the new special interest group, Financial and Legal Issues (FLG), led by Andy Whitman in December. Members learned about end-of-year possible tax actions and set out a schedule of speakers and topics for the coming year. Published:More... |