Past and present St. Thomas employees and their spouses are invited to a free seminar, “Enlightened Financial and Estate Planning,” sponsored by the St. Thomas Development Office and its Faculty-Staff Advisory Committee.
The seminar features guest speakers in areas of financial, estate, tax and retirement planning, and offers help with thinking about the future, regardless of the size of your “estate,” your age or your current financial position.
The guest experts will address issues such as: providing for others who rely on you; how the state of Minnesota defines your “estate”; and how to choose where your estate tax dollars will go — to charity or to Uncle Sam. With the right plan, you can meet financial obligations and still put your good intentions into action.
Topics of the 30-minute sessions, which are designed as samplers of subject areas, include: an introduction to wills, the “ticking tax time bomb” in retirement plans; estate planning and long-term health-care issues, the basics of wills and trusts, planning for the “distribution phase” of retirement and estate tax-planning issues and ideas.
Financial adviser Jerry Brennan, a 1970 College of St. Thomas alumnus and a 1980 MBA graduate, will deliver the plenary session, “Selecting Your Trusted Adviser.”
The seminar will be offered in two locations:
4-7 p.m. Tuesday, Nov. 16, in Room 155, Murray-Herrick Campus Center, St. Paul campus
4-7 p.m. Thursday, Nov. 18, in Thornton Auditorium, Minneapolis campus
Substantial hors d’oeuvres will be served. To plan for adequate materials and refreshments, reservations are required. Please contact Mary Margaret Hoden, (651) 962-6981 or firstname.lastname@example.org, by Friday, Nov. 12, if you plan to attend.