Sept 2017 Forum – Financial Wellbeing in Midlife and Beyond

Financial Well Being in Midlife and Beyond

 

When it comes to getting money advice, who is your most trusted source? Is it your spouse? Your best friend? That ‘expert’ you follow on Facebook who likes to post pictures of themselves waving wads of bills around? (If it’s that last one, we suggest you look elsewhere for advice.) 

Well, no matter whom you look to for financial wisdom, it never hurts to get a second opinion. That’s why we’ve gathered a panel of five bonafide money experts who will help you to not only understand the potential of a having a great financial plan in place, but will answer questions and provide you tips and strategies on how you can can achieve Financial Well Being in Midlife and Beyond.

Some of the topics we plan to cover are:  Do you have a financial plan for the future?  Are you in transition or contemplating a career move? How will the transition affect your financial future?

Our Panel Members

Rich Renikoff, Panel Moderator   Wells Fargo Senior Director of Sales/ Senior Vice President for the Wealth Management Team in the Great Lakes Region.  In addition to his role at Wells Fargo, Rich coaches high school and AAU basketball in his spare time.


Wendy Brekken, Panelist.  Wells Fargo Private Bank Senior Wealth Planning Specialist. Wendy earned a bachelor’s degree in psychology and family studies from St. Olaf College and a J.D. from William Mitchell College of Law. She works as a financial strategist and has over 10 years experience as a practicing attorney.


John Comer, Panelist.  Certified Financial Planner.  John’s experience includes financial planning, retirement planning, speaking and writing.  He helps client’s identify, plan for and pursue their financial goals.  John also speaks and writes to help enhance the financial capabilities of consumers and the communication skills of financial professionals.


Craig Volk, Panelist.   As a Wealth Management Advisor and Retirement Planning Specialist, Craig’s practice focuses on an integrated planning approach involving retirement distribution planning, investment management and wealth distribution.  Another avid basketball fan, Craig coaches traveling basketball for Lakeville South in his spare time.


Kimberly Helm, Panelist.  Kimberly is a finance professional with Thrivent Federal Credit Union.  Kimberly is passionate about financial literacy programming and teaching individuals how to be financially savvy and self-sufficient in order to promote lifelong success and quality of life.

 

Plan on attending the kick off to the 2017 Fall Season with a  SHIFT Forum on Monday September 11th .   Come and learn more about developing a financial plan focused on your values and how you can create a personal plan for your retirement and beyond.

Event Information
Monday, September 11, 2017
6:30 pm – Registration, Networking
7:00 pm – Presentation
Mankato State University at Edina
7700 France Ave S, Edina, MN 55435
Price:
SHIFT Members: $15.00
Non-Members: $25.00

SEATING IS LIMITED FOR THIS EVENT.

Click to register.

 

Refund Policy

In the event that SHIFT cancels a program, you’ll receive a refund of your registration payment. SHIFT will not issue credits or refunds in the following circumstances: you cancel your registration, register but do not attend, or attend but leave early, or do not attend all sessions of a multi-session course.

If you’re dissatisfied with any of our programs, we want to know. Please send us your feedback.

We’re looking forward to seeing you!!

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