TCHEA 2017 September meeting

  • September 21, 2017
  • 11:30 AM - 1:00 PM
  • O'gara's - 164 Snelling Ave., St. Paul, MN

NOTE: Date change due to MHCEA in September 

11:30 - 12:00 will be for ordering lunch and networking.  We will start the meeting promptly at 12:00 and will finish at 1:00 p.m. 

Topic:  Financial and retirement planning

Guest Speaker:   Brent Muller Senior Vice President, Financial Advisor, ChFC


What Every Baby Boomer Absolutely Must Know about Retirement

At this event, we’ll cover the unique challenges and opportunities you face as a Boomer in retirement—covering everything from the financial strains of being in the “Sandwich Generation” to navigating Social Security and Medicare mazes.

In this presentation, you will learn:

·         How to prepare for skyrocketing health care costs

·         Why you need a Social Security filing strategy

·         The pros and cons of resuming work in retirement

·         How public policy changes could affect your retirement

·         Why smart investors use the three bucket approach for taxes

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