Interest Groups

Taxes and Elections and Sunsets, Oh My! Tax planning for 2024 and beyond.

Presented by Andy Whitman, PhD, Licensed Attorney, Tax Preparer & Volunteer Financial Planner at Prepare + Prosper.

Choose the moves that are right for you. Everyone's tax situation is different, consult with a tax professional to come up with a financial plan well before year end.

Life & Estate Plans: Life, Incapacity, and Gifting

Estate Planning Attorney Matt Guttman discusses trusts and other estate planning issues.

Book Club II: Vintage Munro

Vintage Munro is a collection of short stories from throughout the literary career of author Alice Munro, who was awarded the Nobel Prize for Literature in 2013. 

Nerstrand Big Woods State Park

We will hike Nerstrand Big Woods State Park, located 15 minutes southeast of Northfield, Minnesota, and about one hour from the Twin Cities northern suburbs, one of the last remnants of Minnesota’s Big Woods. We will see the ancient forests of pre-settlement Minnesota: sugar maple, basswood, elm, green ash, and ironwood trees; over 50 varieties of wildflowers and many species of ferns and mushrooms along the rolling hills and glacial-cut valleys. 

Book Club I October: Should We Stay or Should We Go

Should We Stay or Should We Go by Lionel Shriver.

October Photo Club

The UMRA Photo Club will meet at 12:30 p.m. at the Hennepin County St. Anthony Branch Library, in the small shopping center at New Brighton and St. Anthony Boulevards. "Plains" is the theme for October.

William O'Brien State Park

Our October 7 hike will be a reprise of our hike last summer at William O'Brien State Park.  This is a beautiful park with a winding trail and a great view of the countryside.  The hike is about 5.5 to 6 miles and we'll go at a moderate pace with frequent water breaks.  After the hike, we will eat lunch at Rustic Roots Winery, a half mile north of the park. 

Financial Life in Retirement

Topics relevant to managing investments in retirement.  By David Foster, CFP©, CRPC©, CRPS©

Fourth Friday Book Club: 'Main Street'

October is the season for Nobel Prize announcements, so it is fitting that UMRA’s Fourth Friday Book Club will be reading books by two Nobel Prize-winning authors this fall: Main Street by Sinclair Lewis and Vintage Munro by Alice Munro. 

Ballparks and Scotland

Tour all 30 Major League Baseball stadiums with Will Craig, and discover central Scotland with Craig and Janet Swan when UMRA’s Armchair Traveler program meets on Wednesday, September 25, via Zoom.

Murphy-Hanrehan Park Reserve Hike

UMRA Hiking Club regulars Linda and Bruce Anderson will introduce us to a new location for an UMRA Hike: Murphy-Hanrehan Park Reserve in Savage, Minnesota. If you haven't hiked this park yet, you are in for a treat. The hike will be about 4 miles, with an option to do an additional loop, bringing the total to a 6-mile hike. 

Book Club I September: 'Half-Life of a Secret'

Judy Helgen will lead the discussion of Half-Life of a Secret by Emily Strasser, the story of Oak Ridge, Tennessee, when the UMRA Book Club meets at 2 p.m. on Friday, September 20, via Zoom.

Medicare Advantage and Traditional Medicare: Issues & Choices

We will continue to discuss the pros and cons of Medicare Advantage. You will also hear about notable non-health plan and non-broker resources.

Sept Photo Club

After a summer break the UMRA Photo Club will next meet September 10, 2024 in the meeting room of the Hennepin County St. Anthony Branch Library. For those interested in lunch, meet at the Great Dragon at 11:30 am. For September the THEME will be Curves

Lake Minnetonka Hike

Join us near Lake Minnetonka to hike along the Dakota Three Rivers Regional Trail. Access is just a few steps from KaiMay and Joseph Terry home. This will be an easy 3 mile hike on a paved trail and for a wonderful bonus, our hosts will serve a light lunch after the hike.