MREA Retirement Planning

Description

MREA RETIREMENT PLANNING SEMINAR  
October 16-17, 2024(W  9:00-3:45, Th  8:30-noon)
Arrowwood Lodge
6967 Lake Forest Rd
Baxter, MN 56425

The MREA Retirement Seminar helps employees evaluate distribution options from their retirement plans, estimate retirement income and expenses and realize the need for continued investment during retirement years. Health and long-term care issues are also addressed.  

We are offering a special rate for Insurance/Benefit Administrators because they often answer questions for their co-op's employees. 

We offer a special rate for the spouses and guests of our attendees.
It always helps to have another set of eyes and ears!

WHO SHOULD ATTEND
This two-day course is designed for employees and their spouses who are within 5 to 10 years of retirement.

AGENDA - Steve Prom - NFP 
Wednesday, October 16, 2024
8:45     Registration
9:00     Welcome and introduction
9:15     Overview of Retirement Planning 
10:15   Break
10:30   Sources of Income (Pension & Social Security)
11:45   Lunch
12:30   Personal Retirement Savings 
1:30     Break
1:45     Investing in Retirement For Income 
2:45     Break
3:00     Tax Planning In Retirement
3:45     Adjourn

Thursday, October 17, 2024
7:30     Breakfast
8:30     Medicare & Medicaid
9:15     Risk Management & Insurance                  
10:15   Estate Planning
11:00    Capstone, Next Steps & Resources
12:00    Evaluations and adjourn

COST
MREA Education members $316
Spouse or Co-op Benefit Administrator: $216

HOTEL
Arrowwood Lodge
6967 Lake Forest Rd
Baxter, MN 56425

EVENT POLICIES

MREA EVENT CANCELLATION POLICY (Click on link)

MREA EVENT CODE OF CONDUCT (LINK TO FULL POLICY)
MREA is committed to providing a safe, productive and welcoming environment for all participants and staff in MREA meetings, conferences, training programs, and events both online and in-person. All Event participants including but not limited to attendees, speakers, exhibitors, staff, students, guests and vendors, are expected to abide by this MREA Event Code of Conduct, and this code applies to all space and situations in which MREA meeting-related activities are being conducted, including virtual meetings and those sponsored by organizations other than MREA but held in conjunction with MREA Events. Participation constitutes agreement to comply with the Code of Conduct as a condition of attendance. 

2024 LATE REGISTRATION
All events in 2024 will be subject to a $50 late registration fee for anyone that registers less than 2 weeks prior to the published event dates.