Free Retirement Class @ Dakota County Technical College

Taxes and Retirement Class

Where:

Dakota County Technical College

Room: 2-601

1300 145th St E,

Rosemount, MN 55068

When:

Thursday, December 14th

at 6:30pm



Who is National Retirement Academy designed for...

  •  Individuals who are recently retired or retiring in the next 15 years
  • Majority of your retirement savings are in tax deferred accounts, and you are worried about future taxes in retirement
  • ​ Your retirement plan consists of a diversified portfolio, a social security statement, and a “Naked Investment Plan”
  • ​ Individuals wanting to increase their financial literacy and create their own comprehensive retirement plan… (Withdrawal Plan, Investment Plan, and Tax Plan)
  • ​Investors seeking guidance on how investments, strategies, and stock markets apply to them specially, not by the big box brokerage houses pushing products and mutual funds
  • ​Understand the difference between fiduciary and non-fiduciary advice
  • ​Learn how to Optimize your Social Security around your assets and pension
  • ​How to create a bucket plan strategy with your investments
  • ​Why ROTH conversions and TCJA could impact your retirement

National Retirement Academy is a coalition of experienced financial executives throughout the U.S. that are passionate about educating pre and post retirees.


Traditional retirement “planning” consists of a stack of statements, a diversified pie chart, and social security benefits. This course will teach you how to create your own 21st Century Retirement Plan.

The class is designed to provide individuals who have recently retired or will be retiring in the next 15 years with accurate and up-to-date retirement education.

National Retirement Academy was created because of that lack of proper financial education on all areas of retirement. 

Free Course Tuition and Workbook


National Retirement Academy is delivered in a classroom style format in 2 ½ hours or less and comes with a workbook and class materials.


Who Is Conducting The Workshop

Vince Oldre, CFP®

Financial Advisor and Retirement Planner

The son of a successful financial services entrepreneur, Vince developed an interest in the retirement planning world at an early age and it wasn't long before he decided the he wanted to follow his fathers footsteps.

His dad had him running the vending machines in the office to learn how to manage finances, learn ways to save money, and understand how to invest. That was the early stages.

After graduating from Gustavus Adolphus College in St. Peter, MN, Vince began his financial services careers at a large insurance company. Shortly after, he obtained his Certified Financial Planner (CFP) designation and became involved in financial planning. Several years later, he opened his own advisors practice so that he could help and educate clients directly.

Vince and his firm takes an educational first approach, as he has learned that many people in the industry speak financial jargon, making it difficult to understand and navigate retirement. By conducting this educational format of a workshop, he hopes to help educate those in or near retirement.

 "The best investment you can make, is an investment in yourself...

The more you learn, the more you'll earn"


- Warren Buffett

National Retirement Academy instructors are licensed and trained financial professionals. 

National Retirement Academy does not promote or endorse any specific product or company, and no selling is allowed. National Retirement Academy is an education course for general, non-commercial, education only and are not intended to be construed as tax, legal, or financial advice. 

Course attendees should seek professional advice from their financial or tax professional before applying strategies taught or discussed in the course.


All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the strategies presented. CFG Retirement, Inc. is not engaged in the practice of law or accounting. Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and market conditions, may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk. There is no guarantee that a specific investment will be suitable or profitable for a client's portfolio. Similarly, there is no guarantee that a portfolio will match or outperform any specific benchmark. *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier. Attending the workshop is provided for informational purposes only. It is not intended to provide tax or legal advice. By attending the workshop you may be provided with information regarding the purchase of insurance and investment products in the future. CFG Retirement, Inc. is registered as a registered investment advisory firm. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration does not constitute an endorsement of the firm by securities regulators and does not mean that the adviser has achieved a particular level of skill or ability.