At Boeckermann, Grafstrom & Mayer Wealth Management, LLC, we believe that knowledge is key to financial success. Join us each month for informative discussions on key financial topics ranging from tax planning issues to healthcare concerns. These hour-long lunch Hot Topic Events are held one Wednesday each month, and are the perfect way to stay up-to-speed on hotly discussed issues that could affect your financial future.
March 2012 Hot Topic—Embracing The New Retirement Reality
March 28, 2012
The “Great Recession” was tough for everyone, but those who were in or close to retirement were hit particularly hard. Many watched helplessly as their retirement funds evaporated, while others were faced with the prospect of an unexpected―and unwanted―early retirement. Home values plummeted while healthcare costs continued to soar.
While we seem to be on a slow road to economic recovery, the fact remains that the recent downturn has changed the way many people think about retirement. Join Boeckermann, Grafstrom & Mayer Wealth Management, LLC, for a discussion of what you need to know about our new retirement reality. During this hour-long session, we’ll discuss issues related to preparing for and thriving in retirement in these turbulent times, including:
- Defining what retirement means today
- Adjusting your retirement expectations
- Choosing the right time to retire
- “Encore” careers: Finding meaningful work in retirement
- Preparing for the worst
All events are free to attend, but advance registration is required.
Date: March 28, 2012
Time:
12:00 p.m. to 1:00 p.m.
BLN Office Park
2001 Killebrew Drive
Conference Room 3
Bloomington, MN 55425
We are located across the street from Mall of America. Parking is available behind the building.
A catered lunch will be provided.
Future Events:
- March 28: Embracing the New Retirement Reality
- April 25: Healthcare Reform and Your Business―Where Things Stand Now
- May 30: Getting Savvy About Social Security
- June 27: Preventing (and Coping with) Identity Theft
Past Event Handouts:
- The Truth About Annuities
- Everything You Need to Know About Roths
- Year-End Tax Planning Tips
- Staying Home―Planning for In-Home Healthcare
- The 2010 Tax Act & What It Means to You in 2011 & 2012
- Staying on Top of Your Company’s 401(k): Regulatory Changes for Business Owners
- Identity Theft Checklist
- Wealth that Lasts a Lifetime: Managing Your Retirement Income
- Getting Savvy About Social Security
- Healthcare Reform and Business - What You Need to Know
- Are You Fully Covered? Key Facts About Property and Casualty Insurance
