Retirement Planning Today
Money is only one aspect of retirement planning. This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals.
In this course you’ll learn how to: manage investment risks, use new tax laws to your advantage, make informed decisions about your company retirement plan, and adjust your estate plan to function properly under the new laws.
This course includes a 224-page illustrated textbook. Couples may attend together for a single registration fee.
Andrew grew up in Visailia, California and moved to Shakopee, MN in 1996. He attended St. Cloud State University where he earned a degree in Finance. While at school, Andrew acted as the Husky Fund President as well as the Vice President of the St. Cloud State Investment Club, he was also member of the SCSU baseball team.
Andrew started with the Minneapolis Financial Group as an intern in 2005 and since then has proven himself successful. He has earned the Minneapolis Financial Group Advisor of the Year award 7 times. Over his tenure with the firm Andrew has grown from the 1st intern into a Partner and Vice President of Minneapolis Financial Group.
Currently Andrew, his wife (Megan), and daughter (Monroe) reside in Eden Prairie. Outside of work Andrew is active with the local youth, coaching baseball and mentoring after school financial literacy.