A Systems Engineering Approach to Financial Retirement Planning
Minnetonka , United States
12601 Ridgedale Dr.
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INCOSE North Star Chapter January Meeting
Thursday, 21 January 2016
Location: Ridgedale Library, Minnetonka, MN
Agenda
6:15 – Network and socialize over pizza and soft drinks
6:45 – Welcome & INCOSE Chapter Overview by Eric Larson, Chapter President
7:00 – Presentation: Retirement Financial Strategies by Bane O’Leary (Co-Hosts of "America’s Wealth Management Show" KTLT, AM 1130 Sat. 6-7 AM)
8:30 – Adjourn
Synopsis: As practicing Systems Engineers you recognize that retirement financial planning can be one of the most complex systems you will experience. The North Star Chapter of INCOSE through your input has acknowledged this with a unique experience where we bring in an outside retirement wealth management company to discuss some of the strategies to meet your retirement goals. Your life is not compartmentalized--so why should your financial life be? Especially considering that the decisions in one area can greatly affect other areas—for better or for worse. Unfortunately, if you are like most people, you are left trying to make sense of the impact that an investment decision may have on your taxes, or which pension option you should choose to maximize your retirement income while still providing for a surviving spouse in the event of your death. And what about social security? When should you take it, how should you take it, and is it going to raise your tax bill?
Craig Bane and Patrick O’Leary will discuss with us strategies to take all aspects of this complex system problem into account:
- Investment Strategies
- “Stress Test” your current portfolio
- Social Security Claiming Strategies
- Tax Reduction Strategies
- Reducing investment taxes “RMD”
- Minimizing taxes on Social Security
- Estate Planning,
- Medicare, Medicaid and Long Term Care
- Risk Management Strategies (It’s not how much you have but how much is yours to keep.
resenter(s):
Craig A. Bane, founder, Senior Vice President and managing partner of Bane O'Leary Wealth Management began his career in the financial services industry in 2004 after a 22-year career in corporate America with 3M (Business Development Manager), G&K Services (Director, Sales), and Katun Corporation (Vice President, Sales). A graduate of the University of Nebraska with a degree in finance, Craig is recognized as an "Ed Slott IRA Advisor" and holds the Chartered Retirement Planning Counselor (CRPC®) designation. He Co-Hosts "America’s Wealth Management Show" and is a Charter Member of Americas Wealth Management Group, with series 7 and 63 securities licenses.
Patrick T. O’Leary, founder, Senior Vice President and managing partner of Bane O'Leary Wealth Management began his career in the financial services industry in 2004. A graduate of the University of North Dakota in Finance, Patrick is a Chartered Retirement Planning Counselor (CRPC®), an Ed Slott IRA Advisor, Co-Host of America’s Wealth Management Show and Charter Member of America’s Wealth Management Group, with series a 7 and 66 securities licenses.
Directions to Ridgedale Library: The library is at 12601 Ridgedale Dr, Minnetonka, MN in the Ridgedale Shopping Center. Use your GPS to find your way. Come in the front door and go to your left on the first floor to the Robert H. Rohlf Meeting Room.