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Retirement Planning Today (ages 50-70)


Enrichment - Adult / Money Management -
Adult Spring 2025

Gain an in-depth overview of retirement planning including financial education to help you build wealth, align your assets with your values and achieve your retirement lifestyle goals. 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. A 225-page illustrated book is included in fee. Spouse/partner may attend at no additional charge (and share the materials). Please include spouse/partner name when registering.

 April 2025 
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Instructor

Jeff Clark


Jeff Clark is a Certified Financial Planner™ a Chartered Retirement Planning Counselor℠ and an Enrolled Agent with the IRS.  Jeff specializes in tax-efficient retirement income planning and earned his Bachelors of Science in Mathematics at the University of Northwestern - Saint Paul. Jeff is also a fiduciary Wealth Advisory with Pine Grove Financial Group, a Registered Investment Advisory firm in Woodbury, MN.

Jeff Clark


Jeff Clark is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Retirement Planning Counselor℠. Jeff earned his Bachelor’s of Science in Mathematics at the University of Northwestern – Saint Paul. Jeff is also a Registered Investment Advisor Representative through our Registered Investment Advisory, AdvisorNet Wealth Management.

Matt Gulbransen


Matt Gulbransen is a licensed financial advisor with over ten years experience. He has taught classes on retirement planning for 7 years.

Past students have shared: good price; good location and topic; very good review of topics plus information that was new too; good first step of gaining information regarding retirement, instructor was organized and interesting, he was knowledgeable on current topics, would recommend to others, instructor made the world of finance/retirement more understandable 

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  Matt Gulbransen , Jeff Clark


Falcon Ridge Middle School : Rm 151
Thu Apr 17 & Thu Apr 24
6:30 - 9:30 PM

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Ages   50 yr. - 70 yr.

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  Matt Gulbransen , Jeff Clark


Black Hawk Middle School : Lec A
Tue Apr 22 & Tue Apr 29
6:30 - 9:30 PM

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Ages   50 yr. - 70 yr.