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Home
> Customers Talk |
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Here's what people are saying
about Financial Security in Later Life... |
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What employers are saying... |
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“Thank you for presenting the
Take the Road to Financial Security in Later Life educational program.
We had tremendous response to this seminar and hope to do more in
the future. This type of education will help our employees prepare
for their financial security and be less stressed."
- HR Director of a company with 1200 employees; multiple workshop sessions were held to accommodate both employee interest and shift schedules
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“This workshop was well received by employees; they want more information on these topics.”
- Staff Development Director for a Minnesota Community College
“This was a very useful workshop; the material was good and appropriate to the employee base.”
- Personnel Director of a mid-size manufacturing firm.
“This workshop really got employees thinking—about things they had not considered before.”
- HR Director for a county in Northwest Minnesota
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What employee participants are saying... |
“I finally understand my retirement
benefits! …such as what I’m contributing to 403b, SRP,
etc.”
"I have already done a number of things to prepare for retirement;
but this reminded my of the ones I had overlooked.”
“This was a real eye-opener; we need to start doing something
NOW!”
“As a result of this workshop, I will revisit my will and
pension plans. I’ll also check into long-term care insurance.”
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“Now I have a checklist to follow in preparing for my future financial needs; I need to discuss all this with my spouse.”
“I thought I had retirement issues under control; but there are some things I had not thought of …like how to finance long term care and talking to my kids about my end of life decisions.”
“We all need programs like this to keep us up-to-date on planning for later life. They help us to get our life in order for retirement and for our families.”
“Following this workshop, I feel better informed and more secure in my decisions.”
“I wish I’d started this sooner. This is but my first step! I need to get started to address these issues that are not easy to face.”
“I am going to make a written plan to prepare for later life needs, make a written will, and designate a power of attorney.” |
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On-Your-Own Educational Tools |
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Who Gets Grandma's Yellow Pie Plate?™ |
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An estate planning attorney
refers to “Who Gets Grandma’s Yellow Pie Plate?”
as “the most thoughtful and instructive guide to distribution
of personal belongings—a definitive source and a must read
for those interested in leaving a wonderful legacy” (Rosalind Keppler, JD, Florida)
Highlighted in the Wall Street Journal:
“Leading the way is the University of Minnesota which created “Who Gets Grandma’s Yellow Pie Plate?™”
“University of Minnesota offers key nationwide source of information regarding families and inheritance (www.yellowpieplate.umn.edu)"
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Highlighted in The
New York Times (2005) "Yours, Mine and Heirs”:
“University of Minnesota has developed workbooks
for helping people through the process (of distributing heirlooms)”
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Highlighted in Money
(2005) “Sweating the Small Stuff”:
"After a loved one dies, family feuds are
more likely to erupt over treasured personal possessions than
over money. Here’s how to keep the peace . . .Research based
tips and strategies are offered in “Who Gets Grandma’s
Yellow Pie Plate?™” from the University of Minnesota."
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Financing Long Term Care: A Decision Making Center |
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“Your site is a wonderful resource for consumers and professionals
alike. The information and how it is organized is great.”
- A Financial Services Associate, Prudential Financial Services
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“I work for the State of Washington, Dept. of Social and
Health Services, Aging and Disability Services Administration.
We are beginning to develop materials to promote planning for
LTC needs, and your website has an amazing variety of great materials.
May we link to your web site from ours?”
- Communications Manager, Aging and Disability Services Administration
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Highlighted in Fidelity
Investor’s Weekly (2005):
“Stum covers other myths and facts among the many tools
on her thorough and informative Web site, financinglongtermcare,
which is provided as a public service through the University of
Minnesota Extension Service."
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Minnesota Health Care Directive |
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“We greatly appreciate the opportunity to utilize your
excellent resource for completing health care directive forms.
This is a valuable tool for citizens of our state and we are glad
to have the opportunity to participate in its distribution”
- P. Franklin, Director of Health Law, Minnesota Medical Association
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The University of Minnesota
Extension Service provides practical information to people, when
they need it. |
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