June 2019 Forum – Financial Literacy – How to Make Good Financial Decisions



Financial Literacy – How to Make Good Financial Decisions

 

Life in the job and career transition lane can be stressful.  Are there smart ways to make your money stretch a bit further and make smart financial decisions in moments like this?

Whether you find yourself in job or career transition, or perhaps you’re considering transition into retirement.  Join us for an evening of open discussion around the topic of financial literacy in midlife (40+ years) and beyond.

For instance…

  • You might be considering retirement soon.  What do you need to be thinking about regarding your 401K accounts?  How they are positioned during your earning years can be very different from your move to retirement.
  • How should one evaluate what they have accumulated financially vs. how they want to live?
  • What are the tax implications to taking money out early from an IRA or is it better to wait until you are forced to start taking it out?

What to do with your nest egg can be confusing.  During out time together Skip will provide us with a general overview of the current financial landscape and he will leave plenty of time for direct questions from the audience.

At the end of our evening together, you will leave with a deeper understanding of how to evaluate your financial health  – please note, this is an educational-based event and not a sales presentation.

Our Presenter

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.

Monday, June 3, 2019
Networking: 6:15 – 7:00 pm
Presentation: 7:00-8:30 pm
Location: Minnesota State University Mankato at Edina

 

Event fee: $15 for members; $25 for non-members.

 

CLICK HERE TO REGISTER

 

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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.