3M Pre-Retirees and Retirees - Update Your Retirement Checklist. Over 60% of our clients are from 3M. Join your friends and colleagues in getting valuable information from a professional team with over 50 years of combined experience.... working for one of the world's most ethical companies. Gary Tangwall and Todd Gillingham, Wealth Advisors, have presented more than 60 workshops on retirement planning for 3M Pre-retirees and retirees in the St. Paul area. Together with Diane Knorr and Christine Ruppert, your local Thrivent Financial representatives, they are now offering this valuable learning opportunity in Hutchinson. Workshop Topics: * Our approach to navigating unpredictable financial markets *Creating a dependable retirement income distribution stategy so you don't run out of money *Coordinating 3M health credits with Medicare and other healthcare costs * Moving your 401(k) assets to an IRA. Is it right for you? *The documents you need in order to help avoid probate and new Minnesota estate tax legislation *Using multi-generational IRAs and 3M 401(k)s to extend tax-deferred status to your kids, grandkids and other heirs * Social Security Income: Five stategies to help you optimize your family income *3M pension options: Factors to consider to help maximize your income * How 3M stock within your 401(k) can potentially receive favorable tax treatment. Tuesday, September 23, 2014 3:30-5:00 or 7:30 - 9:00 at the Hutchinson Event Center 1005 Highway 15 South, Plaza 15, Hutchinson, MN 55350. To register call 320-587-6440 or email christine.ruppert@thrivent.com. The registration deadline is September 22nd.
Tuesday Sep 23, 2014
Tuesday, September 23, 2014 3:30-5:00 or 7:30 - 9:00 Hutchinson Event Center 1005 Highway 15 South, Plaza 15 Hutchinson, MN 55350 No Fees
To register call 320-587-6440 or email christine.ruppert@thrivent.com. Date and Time
7:30 PM - 9:00 PM CDT
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3M Pre-Retirees and Retirees