Jean's Journal

Wolfe Kobes Journal August 2019  - Keep Learning and Growing

Summer has been flying by and as the hot, humid days start to wind down our thoughts turn to shorter days, cooler nights, and of course, the start of another school year. With the start of the new school year, we are also reminded of the importance of education and continued learning throughout our lives. Most of us realize the importance of this but we often get too busy to make it a priority in our lives. As we’ve seen in the many studies on aging – we do best when we select a lifelong learning mindset it can promote great dividends well into retirement.   

With that in mind, we are committed to help educate individuals and families in all areas of wealth management. We are currently offering two key areas to learn and grow. With all the talk on Medicare for All – we find health insurance an area of ongoing learning opportunity. Our Health Insurance class is a two-part course offered Thursday nights, September 12 & 19th from 6:30-8 pm at the Anoka Community Education Center. We will help you explore the options for employee sponsored plans, self-employed and self-insured plans, both pre-Medicare and post Medicare. We will also discuss long term care options. This is the second time that we have offered this class. We had an overwhelming response to teach it again from those who had attended the first class. Cost is $30. Great to attend if you are thinking about retiring early, have questions regarding health insurance or are close to Medicare age (65) or to invite a friend who might need to learn about these options. Click the link to find out more and to sign up for the insurance class  

Our next learning opportunity is on retirement planning. It is also a two-part course offered Tuesday nights, October 1st & 8th from 6:00-9 pm or Saturday, October 5th & 12th from 9-noon at the MN State Mankato in Edina. We will give a broad overview of many different areas that you will need to consider as you prepare for retirement. Great to attend if you have questions on what you should be doing to adequately prepare for retirement or to invite a friend who might need to learn about these options as well. To register  Enter course code JB3PA1 

Try to make the most of these wonderful remaining days of summer and pick up a good book to read or sign up for a class that you have always wanted to take so that you can continue to grow and learn and stretch yourself. You may just find a new passion or interest or talent that you didn’t realize you had.

Kurt, Jean & Molly