If you are approaching retirement and are not 100% confident in your financial plan, this course is for you. Foundation for Retirement starts at the beginning of the retirement planning process with setting goals, calculating living expenses, and planning for inflation. From there, the discussion will continue with important Social Security and Medicare strategies. We will tie everything together with real examples of key tax management solutions that can dramatically impact your retirement income. This will be a complete overview of everything you will want to consider before retirement.

Who would raise your children if you died? Who will be your executor? It has never been easier to get these items in order. Without a will, the laws in Minnesota and a judge make all of the decisions. Take charge of these decision in this class. You will leave with a simple will prepared and have new peace of mind. Instruction and all the necessary forms, witnesses and notaries are provided. Will form is included in the tuition. Instructor Adam Altman is an attorney experienced in drafting wills. Please add name of significant other in 'note section' if registering as a couple.

When you retire, you leave behind many things—the daily grind, the commute to work, and maybe even your previous home. However, one thing that will always remain is a tax bill. In fact, income taxes may very well be your single largest expense in retirement. Additionally, income taxes are different for the various retirement investments you may have. When you understand how investments are taxed and set strategies accordingly, it may help you keep income taxes in check. How to be tax-efficient in your current bracket. How Social Security is taxed. Ways to create tax-free retirement income. No products will be sold. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.