Twin Cities Retirement Group Presents:  A Retirement Planning Webinar Series for 3M Pre-Retirees

Presenters: Patrick Illies & Thomas Sjoberg

Join us for our six-part retirement planning webinar series starting October 30th at 10:00am. All webinars last 30 minutes.

Your retirement years should be the best of your life.  However, getting there can seem overwhelming at times.  Numerous decisions must be made in a short period of time that will have far-reaching implications.  Let our experienced retirement financial professionals help when it matters most! 

Sign up for all webinars here
  • Stacks of gold coins with a red downward arrow on top, indicating a decline in value.

    Will Lump-Sum Pensions Increase or Decrease in 2026?

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    Why some lump-sums dropped by over 30% in 2023!

    How interest rates affect lump-sum pension values

    What are Minimum Present Value Segment Rates?

    Critical commencement dates

    Lump vs. Monthly: which is best for you?

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    Watch Recording
  • Yellow notepad with blue checkmarks and a wooden pencil on top.

    Pre-Retirement Checklist

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    “Pushing the Button”

    Which pension option is best for me?

    How much can I safely spend in retirement?

    Retiree Healthcare/Medicare

    Estate planning, Social Security, and Tax efficiency

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    November 4th at 10:00am - Sign Up Here
  • Stacks of gold coins with lettered dice spelling 'Pension' on top from left to right.

    Making Pension Selections

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    Lump vs Monthly pension: which is better for you?

    Why your lump sum pension decreased in 2023

    Health of 3M pension plan

    Pension types: Portfolio 1 vs. Portfolio 2

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    November 6th at 10:00am - Sign Up Here
  • A stethoscope with black tubing and metal chest piece resting on a white surface.

    Health Benefits & Insurance

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    Pre-Medicare vs. Medicare eligible

    Individual insurance plans cost

    Retiree Medical Savings Account (RMSA)

    Coverage End Date Letter (Via Benefits)

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    November 11th at 10:00am - Sign Up Here
  • A calculator placed on top of a printed tax form with a pen lying on the form.

    Tax Efficiency & Your 401 (k)

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    How to save on taxes in retirement

    Tax bracket management/Roth conversions

    3M VIP investment options

    Should I rollover my 401(k)?

    Required Minimum Distributions (RMDs)

    Personal Choice Retirement Account by Charles Schwab™ (PCRA)

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    November 13th at 10:00am - Sign Up Here
  • A rolled 100-dollar bill featuring the Statue of Liberty on a white background.

    Maximizing Social Security

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    Should I start right away or wait?

    Easiest way to file for benefits

    Health of Social Security

    Coordinating benefits with your spouse

    Survivor benefits

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    November 18th at 10:00am - Sign Up Here

Complimentary Webinar Add-ons

Introductory Consultation

All attendees can request a complimentary introductory consultation. This no-obligation visit is an opportunity to ask specific questions in a private setting and is a great complement to the seminar. Introductory consultations are conducted via Microsoft TEAMS lasting approximately 30 minutes.

Schedule a Consultation

Personalized Social Security Analysis

All attendees can request a complimentary, personalized Social Security analysis, which includes a detailed, step-by-step strategy for maximizing your Social Security benefits. This customized report helps you understand when and how to claim benefits, coordinate spousal options, and integrate Social Security into your overall retirement income plan — so you can make informed decisions with confidence.

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