Financial education classes underway Additional classes added for winter, spring

Publish Date

Additional classes have been added for MAPE Financial Education Program. MAPE, in conjunction with Capital Street Financial Services Inc., is offering these seminars to help our members achieve financial security.

A wide variety of classes are scheduled to help you make wise financial decisions. See classes listed below:

Financial planning basics
Takes a look at some general financial planning concerns. While there is no such thing as a “one-size-fits-all” financial plan, this overview should assist you in thinking about your own needs.

Course is offered these dates, times and locations:

  • Nov. 27 -- 5:30-7 p.m. -- MAPE office, room B, 3460 Lexington Ave. N, Shoreview, MN. Register here

Retirement basics
This course will discuss how you go about establishing a plan for retirement. If your retirement is a destination, your plan is a road map that will get you there. The course will also explain why it is important to start planning now.

Course is offered these dates, times and locations:

  • Dec. 5 -- noon-1 p.m. -- Golden Rule Building, room 295, St. Paul, MN. Register here

  • Dec. 11 -- 5:30-7 p.m. -- MAPE office, room B, 3460 Lexington Ave. N, Shoreview, MN. Register here

Investment basics
Covers fundamental investment concepts, reviews investment options and considers some general investment strategies.

Course is offered these dates, times and locations:

  • Dec. 12 -- noon-1 p.m. -- Rochester DNR BWSR & AG Office, 3555 9th St. NW Suite 350, Rochester, MN 55901. Register here

  • March 13 -- 5-6:30 p.m., 85 East 7th Place, Suite 295, St. Paul. Register here

Estate planning basics
General estate planning concepts and strategies are covered. While there is no such thing as a “one size fits all” estate plan, this overview will provide tools for you to evaluate your own estate planning needs.

Course is offered these dates, times and locations:

  • Jan. 22 -- 5-6:30 p.m. -- Golden Rule Building -- room 295, 85 E 7th Place, St. Paul, MN. Register here

  • Jan. 30 -- 5:30-7 p.m. -- MAPE office, room B, 3460 Lexington Ave. N, Shoreview, MN. Register here

Planning for long-term care
Overview of various strategies are provided to protect your assets should you experience a long-term care event, and discuss how to manage your savings to provide adequate income and cover potential expenses.

Course is offered these dates, times and locations:

  • Feb. 6 -- 5-6:30 p.m. -- Golden Rule Building -- room 295, 85 E 7th Place, St. Paul, MN. Register here

  • Feb. 26 -- 5:30-7 p.m. MAPE office, room B, 3460 Lexington Ave. N, Shoreview, MN. Register here

Life insurance
Is life insurance really necessary? We will discuss the various types and forms of protection. We will show you how to evaluate your own needs and maximize the effectiveness of your existing or prospective policies.

Course is offered these dates, times and locations:

  • March 20 -- 5:30-7 p.m. -- MAPE office, room B, 3460 Lexington Ave. N, Shoreview, MN. Register here

  • March 26 -- 5-6:30 p.m. -- Golden Rule Building, room 295, 85 E 7th Place, St. Paul, MN. Register here

Roth IRA conversions
This seminar will review the impact future taxes can have on your savings and retirement income, as introduced in previous courses. The course will explain the process of converting qualified assets to Roth to mitigate future tax rates.

Course is offered these dates, times and locations:

  • April 16 -- 5-6:30 p.m. -- Golden Rule Building, room 295, 85 E 7th Place, St. Paul, MN. Register here

  • April 24 -- 5:30-7 p.m. -- MAPE office, room B, 3460 Lexington Ave. N, Shoreview, MN. Register here

Social Security
This course is designed to help you better understand your Social Security benefit options and the significant impact this income source has on your retirement.

Course is offered these dates, times and locations:

  • May 7 -- 5:30-7:00 p.m. -- MAPE office, room B, 3460 Lexington Ave. N, Shoreview, MN. Register here

  • May 21 -- 5-6:30 p.m. -- Golden Rule Building, 85 E 7th Place, St. Paul, MN. Register here

Identity theft
Important things to consider as technology continues to play a greater role in our everyday lives will be discussed, including ways to guard your personal information and protect yourself from the threat of identity theft.

Course is offered these dates, times and locations:

  • June 18 -- 5-6:30 p.m. -- Golden Rule Building, room 295, 85 E 7th Place, St. Paul, MN. Register here

  • June 25 -- 5:30-7 p.m. -- MAPE office, room B, 3460 Lexington Ave. N, Shoreview, MN. Register here