FINANCIAL PLANNING – Seminars hosted by Copperfield Hill

It may look snowy outside today, but Spring is here.  There is much to welcome.  Spring cleaning is already under way.  New paint, light fixtures, carpet and a general face lift are happening as we speak.  Once the snow is gone and the weather really warms up, landscaping will be underway, too.  There is a lot of planning that goes with all the work we will be doing.  Planning is the key.  Planning for anything is very important.  I spoke about a series that Copperfield will be presenting in cooperation with Thrivent Financial.  We will be hosting a three part educational series.  Please see the information below.  We hope to see you there!

Thrivent Financial Educational Series
Copperfield Hill, in cooperation with Thrivent Financial, will be hosting a three-part educational series, free and open to the public. Please come and join us for this great retirement education opportunity! All programs will take place at Copperfield Hill.  Contact Charlotte Hoes at (763) 277-1008 with any questions and to RSVP.
Preparing for Long Term Care and Medicare/Insurance Coordination
Thursday, April 9th at 6:00pm or
Saturday, April 11th at 10:00am

Myths to Long Term Care: In an instant, an accident or diagnosis can change your life…and your family’s. Where would you receive care? Who would provide it? How would you pay for it? Please join us for a free presentation to learn more about long-term care and how you and your family care prepare for it emotionally, physically and financially. Additionally – How Medicare/Medigap health insurance does and does not coordinate with Long Term Care costs.

Presented by Gwenn Branstad, Thrivent Financial
Savvy Social Security – Filing Strategies
Thursday, April 30th at 6:00pm or
Saturday, May 2nd at 10:00am

This workshop covers the basics of Social Security and reveals strategies for maximizing your benefits, including five factors to consider when deciding when to apply for benefits, how to minimize taxes on Social Security benefits, and how to coordinate Social Security with your other sources of retirement income.

Presented by Anne Kersten, Thrivent Financial
Income Taxes in Retirement-Retirement & Estate Strategies
Thursday, May 14th at 6:00pm or
Saturday, May 16th at 10:00am

This presentation will cover information on income taxes in retirement.  Thrivent will also share strategies on how to accumulate and distribute money for retirement, how to pass money to heirs or charities in a tax-wise manner, and tips for increasing the probability of investment success.

Presented by Anne Kersten, Thrivent Financial and

Jane Sykola, Santini, Sykora & Santini, PLLP

4200 40th Ave. N. Robbinsdale, MN 55422 (763) 277-1001

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EXPECT IT – RETIREMENT PLANNING!

Somethings we can expect, and somethings are just an upset.  Many expected the heavily favored St. Thomas Academy Hockey team to win last night.  They played Duluth East in the Minnesota State High School Boys Hockey Tournament.  St. Thomas was ahead going into the final minutes of the game when Duluth came from behind and scored the winning goal.

Previously I spoke about the idea of planning.  Planning for the future is always on our minds.  That planning can take on many forms.  We try to plan for everything:  our future, the futures of our children and all that comes in between.  With that in mind,  Copperfield Hill will be hosting Thrivent Financial as they present a three-part educational series focusing on retirement planning.    This program is free and open to the public. Please come and join us for this great educational opportunity! Contact Charlotte Hoes at (763) 277-1008 to RSVP.  Topics will include:

Preparing for Long Term Care and Medicare/Insurance Coordination
Thursday, April 9th at 6:00pm or
Saturday, April 11th at 10:00am
Myths to Long Term Care: In an instant, an accident or diagnosis can change your life…and your family’s. Where would you receive care? Who would provide it? How would you pay for it? Please join us for a free presentation to learn more about long-term care and how you and your family care prepare for it emotionally, physically and financially. Additionally – How Medicare/Medigap health insurance does and does not coordinate with Long Term Care costs.

Savvy Social Security – Filing Strategies
Thursday, April 30th at 6:00pm or
Saturday, May 2nd at 10:00am
This workshop covers the basics of Social Security and reveals strategies for maximizing your benefits, including five factors to consider when deciding when to apply for benefits, how to minimize taxes on Social Security benefits, and how to coordinate Social Security with your other sources of retirement income.

Income Taxes in Retirement-Retirement & Estate Strategies
Thursday, May 14th at 6:00pm or
Saturday, May 16th at 10:00am
This presentation will cover information on income taxes in retirement.  Thrivent will also share strategies on how to accumulate and distribute money for retirement, how to pass money to heirs or charities in a tax-wise manner, and tips for increasing the probability of investment success.

All sessions will be held at Copperfield Hill – 4200 40th Ave. N. Robbinsdale, MN 55422 • (763) 277-1008

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