Minnetonka Community Education

Having children is an exciting, fun phase of life, however the uncertainty of being a new parent can often throw the financial picture into disarray. Explore common areas that new parents often struggle with regarding finances, and learn the tools and strategies Financial Advisors use to help young families keep their financial picture on track. Please note that the January date has changed since the publication of the catalog.

Learn how to keep the cabin, farm or business in the family without creating a family conflict. We will discuss ways to help ensure your children receive equal inheritance, strategies to help with the impact of taxes and review your assets for the next generation.

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.