Broker Check
24 April
Q&A Happy Hour for Employees of the 3M Company: Are You On Track for Retirement?

Description

Do you have questions about your 3M Company 401(k), investment strategies, estate planning, Roth conversions, or how new tax law will impact your retirement?

Join us for an informal Q&A Happy Hour!

Date: April 24, 2024

Time: 4:30 PM - 5:30 PM

Location: Ray J's American Grill, Woodbury, 55125

Enjoy light snacks and refreshments.

Space is limited, so register today!

Registration ends Monday, April 15, at 12:00 PM (CST)

Topics may include:

  • How do I manage my investments through market ups and downs?
  • Should I choose the monthly pension or the lump sum option at retirement?
  • How do I coordinate withdrawals from my 401(k), IRA and Social Security?
  • How will the new tax laws impact my retirement plan?
  • How can I get capital gain tax treatment on my 3M stock within my 401k?
  • How do I coordinate my 3M health credits (RMSA/HRA) with Medicare?
  • Should I be converting my 401(k) or IRA to a Roth IRA?
  • How do I build an estate plan that avoids probate, minimizes taxes, and won’t leave a mess for my family?

Hosted by Wealth Advisors:

Chad Broberg, Partner, CFP®, ChFC®, CASL®, FIC, RICP®, CLTC®, BFA™

Cathy Jenson, CFP®

Leah Swanson, CFP®

Landmark Wealth Advisors have over 35 years of experience helping hundreds of 3M client households. Chad, Cathy, and Leah help clients craft personalized retirement income distribution and IRA tax reduction plans. We can help you enter retirement with confidence that you can retire, clarity as to where your income will come from, and conviction to know you’ve built a roadmap for retirement that best fits your needs.

Date and Time

Wed, Apr 24, 2024

4:30p - 5:30p CST

Location

Ray J's American Grill

9854 Norma Ln
Woodbury , MN 551125
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PT1H

Event Registration