Resources

2  CLASS offerings - Jean and Kurt and Molly - Insurance and Retirement Planning

Confused About Health Insurance Options? 

Confused about health insurance options, especially when considering early retirement? Learn about health insurance coverage in Minnesota, current cost trends and approaches to coverage. Learn to navigate the options inside employer sponsored plans and the options for self-employed and self-insured plans, both pre-Medicare and post Medicare. We also cover long-term care options and finish the class engaging in real life approaches.

Offered at Anoka Hennepin Community Ed.  - Note the link to register will be available July 23rd. Please check back.
Location: Staff Development Center; 2727 North Ferry Street Anoka, MN. Enter door 7.

*Dates: Tuesday, September 12 and September 19
*Class Time: 6:30-8:00pm

Retirement Planning Today  - New Class offerings

October 1, 8 2019 :  6-9pm - Classroom #515B - At MN State Mankato - Edina 

October 5 and 12th   9am - 12 Noon Classroom 517 and 519 

New location at MN State University - extension location in 
Minnesota State Mankato, Graduate & Professional Education Center
7700 France Ave S , Edina, MN 55435 

Recommended Reading any Age, Stage.

“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.
Ownership/Sale/Gifting
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

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

Our Financial Planning Classes

BAIRD HIGHLIGHTS