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Jean Wolfe, CFP®, CIMA®, CPWA®

Vice President

PHONE: 952-249-7617

TOLL-FREE: 888-831-6426

FAX: 952-249-7650

ADDRESS:  601 Carlson Pwy, Suite 950, Minnetonka,  MN  55305


October Retirement Planning Today Course Offering

Retirement Planning Today (Sponsored by Edina Community Center)

This course provides you with key take away actions to motivate you to take charge and will get you moving in the right direction towards retirement! While learning with the 223 page text/workbook, you will review your current financial condition, where you are at with funding your retirement plan, and steps to improve it. You will explore your life plan “A” as well as possible plan “B” and their impact. You will learn how to estimate your retirement needs and your retirement timing. Learn about potential funding derailments or roadblocks and the strategies you need to get back on track. You will also review your different income sources once in retirement - your social security income, 401k/ IRA accounts distributions, pensions, and annuities and review how much you can spend based on your savings and the income tax impact from spending from retirement accounts. Partners/spouses can attend together for a single fee sharing one workbook.


TBD (Fall 2018)


Edina Community Center
5701 Normandale Road, Edina MN 55424

Follow Links for More Information - This was from fall session but may link to updated new classes for March.

Class Brochure: Retirement Planning Today Brochure October 2017

To Register: Retirement Planning Today Registration

Individuals and Couples, Business Owners, Retirees Seeking:

Rejuvenating & Reinventing Your Current Retirement:

Improving your life plan by impacting the present and future in your current chapter

1. Comprehensive Review –Priorities in your financial plan
2. Distribution planning – IRAs, Roth IRAs, Pensions, Social Security
3. Risk Management – Health and Life and Care Needs
4. Estate Planning- Financial Order, Management

Recommended Reading:

“Younger Next Year” by Chris Crowley and Henry S. Lodge, M.D.

“The New Retirementality” by Mitch Anthony

“The Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in your life” by George Kinder

“Decisive-Make-Better-Choices” by Dan Heath & Chip Heath

An Advisor to Business Owners:

CEPA – Certified Exit Planning Analysis – What and how can this help you?
Considering the future and where to go from here? A desire to review the bigger picture outside of the business? Big picture review of your business strategy – succession plan or non-succession plan and helping you to form sound strategies that work for you.
Team Management – Advisory Board Collaboration.
Concentration Risk, Insurance impact.
Resources: Value Acceleration by the EPI – how to build and extract more value.

Un Retirement Planner:

Considering a change in career, new business, part time employment with additional schooling? Creating your own “shift” or encore career and need to map out your financial strategy?

1. Comprehensive Review –Priorities in your financial plan

2. Income and Expense Management – Bridging financially into your next career

3. Risk Management – Health , Life, Disability, Liability

4. Self-Employment: Review the pros/cons - on all levels

Recommended Reading:

“Unretirement” by Chris Farrell

"The Encore Career Handbook" by Marci Alboher

Planning Concerns for the Aging Population: A Framework for Client and Family Discussions:

Six major areas that are affect seniors and their families:

Cognitive and Psychological

Link to Financial Planning Association article- FPA Aging Population

Caregiver Checklist- Financial Planning in the Shadow of Dementia Caregiver Checklist

Return on Life Planning:

Developing an approach to help you hit the ground running as you establish the foundation that will support you the rest of your life

1. Entering The Real World - Emergency Fund, Establishing a Budget, Student Loan Debt

2. The Accumulation Stage - Buying a Home, Starting a Family, Risk Management

Other Resources:

Review our Events Tab for ongoing Wealth Strategies Webinars (Housing, Social Security, Medicare, Income Planning.)

Jean’s Financial Planning Classes
Baird 2018 Tax Facts