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About Financial Security for Later Life
We spend most of our lives working. The resources and trainings offered by the Financial Security for Later Life team can help you better plan for your future.
We offer proven one-hour workshops and “on-your-own” educational resources on planning for retirement, making investments, transferring property or land, making emergency or long-term health care plans, and organizing your paperwork so you can be better prepared for the above.
Our sound, unbiased information comes without the sales pitch for financial products. Our trustworthy resources are recognized nationwide by educators and financial planners to help people make more informed decisions so they can protect their future financial security.
Are you an employer, human resource professional, or community leader who wants to help others better plan for the future? We can help you achieve those goals through our customizable training opportunities and train-the-trainer resources.
Remember, it's never too early to start planning for your future. It's a lot easier to reach your goals for later life if you start planning early and actually start taking steps towards meeting those goals. Maybe you got caught up in life and are just getting started now. As the old saying goes...better late then never! Get started today!
More on the benefits of our program
Meet the Team
Dr. Sharon M. Danes
Professor, Department of Family Social Science, College of Education and Human Development; and Extension Specialist
sdanes@umn.edu
612-625-9273Dr. Danes is a Professor in the Family Social Science Department at the University of Minnesota and author of the “Planning Ahead for Retirement” publication that is featured in the "Invest Now: Money in Retirement" web course. She has authored over 150 refereed research articles, book chapters, and outreach publications emphasizing the intersection of economic and social decision-making. She has received over $1,000,000 of research and educational grants in recent years; the most recent grant was from NSF for $272,587. She is currently conducting an in-depth 2010 evaluation of the Nation in Quality, Carlson School of Management, University of Minnesota. She is Past-President of the Association for Financial Counseling and Planning Education and Past-Chair of the Family Business Section of the U.S. Association for Small Business and Entrepreneurship. She serves on several editorial boards of research journals.
Dr. Marlene Stum
Professor Department of Family Social Science, College of Education and Human Development; and Extension Specialist
Marlene Stum, Ph.D. is a Professor, in the Department of Family Social Science and an Extension Specialist. Her teaching and learning includes program development processes, curriculum development, online media development, programming resources development, training extension faculty an helping professionals, and community outreach.
Marlene's research and discovery focus areas reflect aging families and long-term care, economic well-being, decision-making issues, and processes in later life families, intergenerational resource transfers, and advance care planning. Other resources include the following: Health Care Directives, Who Gets Grandma's Yellow Pie Plate, and Take the Road to Financial Security in Later Life.
Given Marlene's faculty appointment, her scholarship is focused on research-based outreach and engagement, to connect community needs and University resources.
Rosemary K. Heins
Extension Educator and Professor, Family Resource Management
heins002@umn.edu
763-767-3879Rosi is a University of Minnesota Extension Educator in the area of family resource management, working out of the Andover Regional Office. Her background includes degrees from Colorado State University (MS in Family & Consumer Science and Housing & Design) and University of Wisconsin Stout. She was part of the team that authored Dollar Works and Dollar Works 2 curricula. Since 2002 Rosi has been an accredited financial counselor through the Association for Financial Counseling and Planning Education.
Becky Hagen Jokela
Extension Educator and Professor, Family Resource Management
hagen022@umn.edu; 218-726-6477
Becky is an Extension Educator and Professor in Family Resource Management, University of Minnesota Extension, Cloquet Regional Office, and is an Accredited Financial Counselor.
Her degrees include a B.S. and M.S. Degree in Family and Consumer Science Education from the University of Wisconsin-Stout, Menomonie, Wisconsin. In addition, Becky completed an accreditation with the Association for Financial Counseling and Planning Education, and is an Accredited Financial Counselor; holds a Family Life Certification and teaching license in Family and Consumer Science plus a Reading Certification. Becky has worked for the University of Minnesota Extension for 17 years in the Family Resource Management program area.
Becky collaborates with both the Financial Security in Later Life and the Youth and Money program teams, in efforts to provide statewide financial education.
Cindy M. Petersen
Extension Educator and Professor, Family Resource Management
peter210@umn.edu
320-234-0440Cindy is an Extension Educator/Professor in Family Resource Management with University of Minnesota Extension (Hutchinson Regional Office) and an Accredited Financial Counselor. She holds a Bachelor of Science Degree in General Home Economics (1976) and a Master of Education Degree in Adult Education (1988) both from the University of Minnesota; and is a financial counselor accredited with the Association for Financial Counseling/Planning Education (2005). As an educator, Cindy provides programming in personal finance regionally and/or statewide.
See the related program: Financial Security for Later Life
