Mar 31

Canceled – 3M“Retire Happy” Hour

Complimentary appetizers, wine, beer and soft drinks In this interactive workshop you will learn how to: Take full advantage of your many 3M retirement benefits. Manage your wealth so you’re prepared to handle market ups and downs. Customize your retirement income stream by coordinating withdrawals from your 401(k), IRAs, stock options, investments and Social Security. […]

Feb 27

3M “Retire happy” Q & A

Laid off?  Retiring soon?  Join us for an informal “Retire happy” Q & A session where you can get answers to questions that are top of mind as you consider making the transition to retirement.  Bring your most pressing retirement questions, such as: How do I coordinate my 3M health credits (RMSA/HRA) with Medicare to […]

Feb 18

3M Tax Planning Lunch & Learn

Join us for a workshop on “Tax Planning Changes Through Four Stages of Retirement.” Topics Include: How the new SECURE Tax Act may impact you The types of taxes you will face at various stages How taxes impact Social Security and Medicare How to tap different accounts to help minimize taxes The critical tax questions […]

Jan 16

3M “Retire Happy Hour”

Join us for an informal “Retire Happy” hour where you can get answers to questions that are top of mind as you consider making the transition to retirement. Bring your most pressing retirement questions, such as: How do I manage my investments through market ups and downs? How do I coordinate my 3M health credits […]

Nov 15

3M Tax Planning Happy Hour

Join us for a workshop on “Tax Planning Changes Through Four Stages of Retirement.” Topics Include: The types of taxes you will face at various stages How taxes impact Social Security and Medicare How to tap different accounts to help minimize taxes The critical tax questions you must answer before retirement The surprises that often […]

Nov 14

3M Tax Planning Happy Hour

Join us for a workshop on “Tax Planning Changes Through Four Stages of Retirement.” Topics Include: The types of taxes you will face at various stages How taxes impact Social Security and Medicare How to tap different accounts to help minimize taxes The critical tax questions you must answer before retirement The surprises that often […]