3 Results
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Retirement Income Taxes: Are You Playing Checkers or Chess?MoneyNewMost retirees handle taxes one year at a time, like checkers. Real retirement success comes from planning ahead, more like chess.Join us and learn how to:• Avoid common retirement tax mistakes that quietly cost retirees thousands• Use strategies to reduce lifetime taxes, not just this year• Understand how Social Security taxes and Medicare surcharges really work• Identify when Roth conversions may make sense and when they don’tParticipants will receive a take-home workbook so they can apply the strategies at their own pace.Adult Enrichment 2026-27
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Creating Your Estate Planning BlueprintLifelong LearningA secure financial future begins with a solid estate plan. Join Terrie Amundson for an informative workshop covering wills, trusts, retirement accounts, tax-efficient strategies, and legacy planning. Learn how to protect loved ones, transfer wealth thoughtfully, and explore tools such as Qualified Charitable Distributions (QCDs) and Roth conversions. Participants will receive a workbook to help create a personalized estate planning blueprint. Presenter: Terrie Amundson, CFPAdult 55+ Sept 26-Aug 27 -
The Retirement Sweet Spot: Balancing Health, Wealth, and the Freedom to Enjoy BothLifelong LearningWhat good is retirement if you don’t have the health or financial confidence to enjoy it? Discover practical ways to answer one of retirement’s biggest questions: “How much can I safely spend while I’m healthy enough to enjoy it?” We’ll also define specific health strategies (beyond the typical “diet and exercise” conversation) that can help preserve the energy, mobility, and independence needed to fully enjoy retirement. Perfect for current retirees and those preparing for retirement. Presented by: Terrie Amundson CFP & Christie AmundsonAdult 55+ Sept 26-Aug 27