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Financial Security in Later Life Workshop Options

Eight Workshops provide a comprehensive approach to help employees and their families create a financial roadmap to protect their financial future.

Take the Road to Financial Security in Later Life
Organizing Your Important Papers
Constructing the Road to Retirement Investment Decisions
Mapping Plans for Retirement Savings
Pension Plan, IRA, and Mutual Fund Basics
Who Gets Grandma's Yellow Pie Plate?™
Critical Conversations About Financing Long Term Care
The Minnesota Health Care Directive: Are You Prepared?

Take the Road to Financial Security in Later Life

Employees learn about different later life events that need action NOW, assess where they are on the road to financial security, and factors that can put an individual's financial security at risk

Download the "Take the Road to Financial Security in Later Life" fact sheet

Organizing Your Important Papers

Employees learn strategies to recognize, collect, and organize their personal, financial, and legal papers. Includes preparing an emergency file and replacing missing documents.

Download the "Organizing Your Important Papers" fact sheet

Constructing the Road to Retirement Investment Decisions

Employees learn basic investment products and terms, critical criteria for making investment decisions, and that planning is about more than money.

Download the "Constructing the Road to Retirement Investment Decisions" fact sheet

Mapping Plans for Retirement Savings

Employees learn how to estimate their retirement income needs, potential sources of retirement income, and factors such as the time value of money that impact retirement savings.

Download the "Mapping Plans for Retirement Savings" fact sheet

Pension Plan, IRA, and Mutual Fund Basics

Employees learn basic information about differences in various IRA's, pension plans, and mutual funds. Includes how to make decisions about the mix of products in retirement accounts and maximizing the benefits of tax-sheltered retirement plans.

Download the "Pension Plan, IRA, and Mutual Fund Basics" fact sheet

Who Gets Grandma's Yellow Pie Plate?™

Employees learn the importance of planning for both titled and non-titled property, six key decision making factors, and strategies to jumpstart inheritance conversations.

Download the "Who Gets Grandma's Yellow Pie Plate?™" fact sheet

Critical Conversations About Financing Long Term Care

Employees learn myths and facts about long term care as a life cycle risk, the associated costs, and private and public financing alternatives.

Download the "Critical Conversations About Financing Long Term Care" fact sheet

The Minnesota Health Care Directive: Are You Prepared?

Employees learn differences between a living will and a health care directive, how to complete a suggested health care directive, and common myths and facts about health care directive policies and practices in Minnesota.

Download the "Minnesota Health Care Directive: Are You Prepared?" fact sheet

The University of Minnesota Extension Service provides practical information to people, when they need it.

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