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Spring Senior Adult Series

March 14 @ 1:00 pm - 2:30 pm

|Recurring Event (See all)

An event every week that begins at 1:00 pm on Tuesday, repeating until March 21, 2023

Tuesdays of March | 1:00 – 2:30 pm
Prince of Peace | Community Room
Rolf White, owner of Business and Family Advisors LLC

Local expert Rolf White will present information on social security for both couples and singles (March 7) and important details about taxes in retirement (March 14). Jeffrey Gram, estate planning attorney, will address the basics of estate planning, wills, and trusts (March 21). You’ll also have an opportunity to ask questions. Please feel free to invite your family, friends, and neighbors! No cost but registration is appraciated. Contact Kari Snyder with questions at ksnyder@popmn.org.

 

March 7: Social Security for Couples & Singles

Topic specifics that will be addressed in this class: Five factors to consider when deciding to apply for benefits; when it makes sense to delay benefits—and when it does not; innovative strategies for coordinating benefits with your spouse; and how to coordinate Social Security with your other forms of retirement income. The decisions you make today can have a tremendous bearing on the total amount of benefits you stand to receive over your lifetime.

Register for March 7 | Social Security with Rolfe White

 

March 14: Taxes in Retirement

You’ll learn how the current tax system, Social Security rules, and other factors interact to either cost or save you money. We will discuss what an effective marginal tax rate is and why it matters more than your tax bracket and how the timing of withdrawals from different retirement income accounts impacts what you keep and what you pay in taxes.

Register for March 14 | Taxes in Retirement with Rolfe White

Both the March 7 and March 14 classes will be taught by Rolf White. Rolf is the owner and lead collaborator of Business and Family Advisors LLC and has been in business for over 20 years. Rolf is licensed in MN and WI.

 

March 21: Estate Planning, Wills and Trusts

Effective estate planning anticipates issues, provides solutions, and creates peace-of-mind for you and your loved ones. Jeff Graham, local attorney who works with senior adults, will be presenting information on how to create meaningful estate planning goals. He will cover also cover creating wills and trusts and how they work. If you have questions about starting the process or how to tweak your current plan, please join us.

Register for March 21 | Estate Planning with Jeffrey Gram

Details

Date:
March 14
Time:
1:00 pm - 2:30 pm

Venue

13801 Fairview Drive
Burnsville, MN 55337 United States
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Phone:
9524358102
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