Financial Workshop: Retire Wisely – Designing a Lifetime Income
A deeper dive workshop on financial literacy in midlife (40+ years) and beyond.
Following up on our June Forum, Financial Literacy – How to Make Good Financial Decisions, our facilitator Skip Nelson will be providing a hands on workshop designed to help you retire wisely. He’ll tackle common concerns of both those in pre-retirement as well as people fully retired by addressing the following elements that impact your financial health:
- 401k’s in retirement
- Market volatility/Inflation
- Reducing risk
- Tax effects
- Protecting what you have earned
At the end of the evening, you will leave with a deeper understanding of how to personally evaluate your own financial health and map out a plan that will impact your retirement dreams – please note, this is an educational-based event and not a sales presentation.
Skip Nelson is a financial associate with Thrivent Financial. He is passionate about helping people be wise with their money so they can live generously. After graduating from the University of Minnesota, he started his own business and ran it for 23 years building it into an industry leader. He is also a nationally certified instructor and for 20 years has educated the insurance industry. He loved working to understand the individual needs of his clients and finding unique ways to meet them. Nelson takes this same passion to the financial services industry and in addition to saving/investment strategies and retirement planning, he specializes in helping those that have gone through job transition. He lives in Minnetonka with wife Susan and the joy of his life, his 3 year old son, Asher.
About Thrivent Financial. Thrivent is a a not-for-profit full service financial organization that helps members be wise with money and live generously and has been recognized by the Ethisphere Institute, a global leader in defining and advancing the standards of ethical business practices, as one of the 2019 World’s Most Ethical Companies.
Wednesday, June 26, 2019
Check In: 6:00 – 6:30 pm
Presentation: 6:30-8:00 pm
Location: Thrivent Financial® 701 Xenia Ave S Suite 550 Golden Valley, MN 55416
Event fee: $15 for members; $25 for non-members.
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.