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Savvy Social Security Planning for Couples



Are you getting all you can out of Social Security? Maximize your Social Security benefits for retirement in our Social Security Planning for Couples class. There are strategies that can add thousands of dollars to some couple’s retirement income. During this workshop, you learn Social Security strategies that could increase your overall benefit amount.


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Wayzata

Date: January 23

Time: 6:30pm

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Minnetonka

Date: January 24

Time: 6:30pm

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Bloomington

Date: February 5

Time: 6:30pm

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Savvy Social Security Planning for Women


Are you getting all you can out of Social Security? Maximize your Social Security benefits for retirement in our Social Security Planning for Couples class. There are strategies that can add thousands of dollars to your retirement income. This seminar is for women who are looking forward to receiving benefits, want to understand Social Security Benefits, or looking for an expert to have their questions answered. During this workshop, you will learn Social Security strategies that could increase your overall benefit amount.


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Minnetonka

Date: January 30

Time: 6:30pm

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Wayzata

Date: February 19

Time: 6:30pm

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Eden Prairie

Date: March 6

Time: 6:30pm

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Protecting Your Identity



Identity Theft is a growing issue as data breaches and scams are on the rise. Protecting your Identity is for anyone who wants to protect themselves from identity theft. Keep your identity safe and protect your financial future with insights from this seminar.


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Minnetonka

Date: February 26

Time: 6:30pm

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Minnetonka

Date: April 2

Time: 6:30pm

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Eden Prairie

Date: April 22

Time: 6:30pm

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2018 Tax Changes


President Trump signed Congress' tax reform package, and most of the new rules go into effect in 2018. Wondering how the new tax reform bill will affect your tax situation? Make sure you're prepared for these changes to tax brackets, credits, and deductions.


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Eden Prairie

Date: January 28

Time: 6:30pm

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Anoka-Hennepin

Date: January 29

Time: 6:30pm

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Richfield

Date: January 31st

Time: 6:30pm

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Many adults are currently providing financial support to both a child and an aging parent. Learn the realities of being a member of the sandwich generation and strategies that you can use to care for your parents, children, and yourself.


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Anoka-Hennepin

Date: March 21

Time: 6:30pm

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To Be Announced

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To Be Announced

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