Jumpstart Your Financial Savvy 2014


Casual Conversations: Jumpstart Your Financial Savvy

A practical discussion on
tax planning, estate planning and investments

Date: Tuesday, March 11 (new date!)
7:30-9:00 am
Wipfli, 7601 France Avenue S., Suite 400, Edina, Minn
$10 per person

Ever get the feeling you’re falling behind in meeting your financial goals? Don’t compound the problem by putting it off. Jumpstart your financial savvy and get back on the road to where you want to be. This conversation has something for everyone whether you're a brand new young alum, or just a few years from retiring.

Are you familiar with the “triangle of finance”?

Is there a life transition in your near future?

Are you on track for retirement?

Join us on Tuesday, March 11, for a casual conversation sponsored by the Alumnae Board of the College of Saint Benedict. We’ll feature three Bennie alumnae with financial, tax and estate-planning expertise. They’ll share tips on topics from charitable giving to estate planning to handling life transitions. Then we’ll finish up with an open Q&A session.

Our expert panelists

  • Lori Lowe Hume ’82, Partner, Wipfli CPAs and Consultants. Lori will share her knowledge on tax planning, charitable giving and gift planning.

  • Marlo Weber Turcotte ’95, Senior Attorney, Waycrosse, Inc. Don’t miss Marlo’s insights on estate planning and planned giving.

  • Lori Helmer ’85, Senior Relationship Manager, Northern Trust Company. Lori’s practical experience makes her a valuable resource for general investment tips.
Seating is limited, so please click the Registration button above to save your spot

Contact Information

Primary Contact

Anne Sumangil
Director of Alumnae Relations
College of Saint Benedict

Date & Location

Date: 3/11/2014
Time: 7:30 AM to 9:00 AM
7601 France Avenue S., Suite 400
Edina, Minnesota
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