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Retirement Planning Today Classes



IEM is pleased to announce that IEM’s Senior Vice President/Private Wealth Manager, Danica Goshert, and Associate Vice President/Private Wealth Manager, Charles Stewart, will be teaching retirement planning courses this May 2023.

If you or someone you know would like to participate in these classes at Minnesota State University’s Edina campus, sign up today!

Retirement Planning Today® — An Educational Course for Adults Age 50-65

Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. In straightforward language, this class explains time-tested strategies that help you to make informed financial decisions. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, this course helps you plan your future with confidence. By attending Retirement Planning Today®, you learn about the many ways to save for retirement as well as the advantages and disadvantages of each. You discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses. Above all, this course shows you how to assess your financial situation and develop a personalized plan to achieve your retirement goals.

Retirement Planning Today® contains something for everyone. We address financial issues that pertain to the self-employed as well as employees of corporations and government agencies. The course is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime.

Upcoming Courses

Clicking on one of the links below will transfer you to our registration service.

Retirement Planning Today® Courses

PLEASE NOTE: The cost for the Retirement Planning courses is $49.00/person or couple. This required charge is paid to the community education program to cover the cost of the course and materials.