Broker Check

Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information. Along the way, we like to have some fun, too. If any of the events below look interesting, please follow the registration link. We look forward to seeing you!

Upcoming Events

October 4, 2022

6:30p - 8:30p

Minnetonka Community Education

Register

Savvy Tax Planning in retirement

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for your living expenses. You want to apply the tax code in an organized and efficient way. At this workshop you will learn: The critical tax question you must answer BEFORE retirement The surprises that often make retirement more expensive What the Social Security “tax trap” is and how you can avoid it Why tapping assets in the wrong order can trigger higher Medicare premiums Why you need to manage taxes even before you retire The four stages of retirement and important tax actions in each stage, including tricky IRA challenges Mistakes to avoid when it comes to your investment portfolio, health care, and estate

October 6, 2022

6:30p - 8:30p

Bloomington Community Education

How Tax Planning Changes Through Four Stages of Retirement

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for your living expenses.  You want to apply the tax code in an organized and efficient way. At this workshop you will learn: The critical tax question you must answer BEFORE retirement. The surprises that often make retirement more expensive. What the Social Security “tax trap” is and how you can avoid it. Why tapping assets in the wrong order can trigger higher Medicare premiums. Why you need to manage taxes even before you retire. The four stages of retirement and important tax actions in each stage, including tricky IRA challenges. Mistakes to avoid when it comes to your investment portfolio, health care, and estate.

October 11, 2022

6:30p - 8:30p

Anoka-Hennepin Community Education

Retirement Income Planning

Whether you plan to stop work all at once, or ease into retirement by working part-time, at some point you will need to arrange for multiple sources of income to replace your paycheck. What do you need to think about as you transition from work life to retired life? Where will your income come from? How can you make it last? At this workshop you will learn: Why you need a retirement income plan 6 questions to ask before you retire How to determine how much income you will need in retirement The 4 primary sources of retirement income 4 popular withdrawal strategies and the pros and cons of each How retirement income is taxed 5 tax planning strategies in retirement

October 13, 2022

6:30p - 8:30p

Wayzata Community Education

How Tax Planning Changes Through Four Stages of Retirement

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for your living expenses.  You want to apply the tax code in an organized and efficient way.  At this workshop you will learn:  The critical tax question you must answer BEFORE retirement The surprises that often make retirement more expensive What the Social Security “tax trap” is and how you can avoid it Why tapping assets in the wrong order can trigger higher Medicare premiums Why you need to manage taxes even before you retire The four stages of retirement and important tax actions in each stage, including tricky IRA challenges Mistakes to avoid when it comes to your investment portfolio, health care, and estate

October 25, 2022

6:30p - 8:30p

Minnetonka Community Education

Register

Social Security Planning & Medicare Basics for Individuals

Now is the time to start planning for health care expenses in retirement. Find out what you need to do to obtain the coverage you need and protect against rising costs. At this workshop you will learn the 5 factors to consider when deciding to apply for benefits, when it makes sense to delay benefits how to estimate your benefits, Innovative strategies for coordinating your benefits, How to minimize taxes on benefits, and how to coordinate Social Security with your other forms of retirement benefits and Medicare.

October 27, 2022

6:30p - 8:30p

Bloomington Community Education

Social Security Planning and Medicare Basics for Individuals

Divorcees and Widows/Widowers have options of how and when to receive their Social Security Income. You will learn: Social Security • 5 factors to consider when deciding to apply for benefits • How to estimate your benefits • Rules regarding Divorced Spousal Benefits • Innovative strategies for coordinating Survivor benefits. • How to minimize taxes on Social Security Benefits • How to coordinate Social Security with your other forms of retirement benefits Medicare • How Medicare enrollment periods work – and what you need to do to avoid late-enrollment penalties • How much you can expect to pay in health care costs after going on Medicate • How Medicare works with private insurance to provide comprehensive coverage • Why most people pay too much for private insurance and how you can avoid excess costs • Why you must plan for higher health care costs in retirement – including the possibility of needing long-term care.

November 8, 2022

6:30p - 8:30p

Minnetonka Community Education

Register

Savvy Tax Planning in retirement

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for your living expenses. You want to apply the tax code in an organized and efficient way. At this workshop you will learn: The critical tax question you must answer BEFORE retirement The surprises that often make retirement more expensive What the Social Security “tax trap” is and how you can avoid it Why tapping assets in the wrong order can trigger higher Medicare premiums Why you need to manage taxes even before you retire The four stages of retirement and important tax actions in each stage, including tricky IRA challenges Mistakes to avoid when it comes to your investment portfolio, health care, and estate.

November 10, 2022

6:30p - 8:30p

Anoka-Hennepin Community Education

Social Security Planning for Individuals

Divorcees and Widows/Widowers have options of how and when to receive their Social Security Income. You will learn: Social Security • 5 factors to consider when deciding to apply for benefits • How to estimate your benefits • Rules regarding Divorced Spousal Benefits • Innovative strategies for coordinating Survivor benefits. • How to minimize taxes on Social Security Benefits • How to coordinate Social Security with your other forms of retirement benefits

November 15, 2022

6:30p - 8:30p

Wayzata Community Education

Social Security Planning and Medicare Basics for Individuals

Divorcees and Widows/Widowers have options of how and when to receive their Social Security Income. You will learn: Social Security • 5 factors to consider when deciding to apply for benefits • How to estimate your benefits • Rules regarding Divorced Spousal Benefits • Innovative strategies for coordinating Survivor benefits. • How to minimize taxes on Social Security Benefits • How to coordinate Social Security with your other forms of retirement benefits Medicare • How Medicare enrollment periods work – and what you need to do to avoid late-enrollment penalties • How much you can expect to pay in health care cost after going onto Medicate • How Medicare works with private insurance to provide comprehensive coverage • Why most people pay too much for private insurance and how you can avoid excess costs • Why you must plan for higher health care costs in retirement – including the possibility of needing long-term care.

December 6, 2022

6:30p - 8:30p

Bloomington Community Education

Social Security Planning and Medicare Basics for Couples

Now is the time to start planning for Income in Retirement. You will learn: • 5 factors to consider when deciding to apply for benefits • When it makes sense to delay benefits and when it does not • How to estimate your benefits • Innovative strategies for coordinating benefits with your spouse • How to minimize taxes on Social Security Benefits • How to coordinate Social Security with your other forms of retirement benefits • How Medicare enrollment periods work – and what you need to do to avoid late-enrollment penalties • How much you can expect to pay in health care costs after going on Medicate • How Medicare works with private insurance to provide comprehensive coverage • Why most people pay too much for private insurance and how you can avoid excess costs • Why you must plan for higher health care costs in retirement – including the possibility of needing long-term care.  

December 8, 2022

6:30p - 8:30p

Minnetonka Community Education

Register

Savvy Social Security Planning and Medicare Basics for Couples

Now is the time to start planning for Income in Retirement. You will learn: Social Security 5 factors to consider when deciding to apply for benefits When it makes sense to delay benefits and when it does not How to estimate your benefits Innovative strategies for coordinating benefits with your spouse How to minimize taxes on Social Security Benefits How to coordinate Social Security with your other forms of retirement benefits Medicare How Medicare enrollment periods work – and what you need to do to avoid late-enrollment penalties How much you can expect to pay in health care costs after going on Medicate How Medicare works with private insurance to provide comprehensive coverage Why do most people pay too much for private insurance and how you can avoid excess costs Why you must plan for higher health care costs in retirement – including the possibility of needing long-term care.

December 13, 2022

6:30p - 8:30p

Anoka-Hennepin Community Education

Social Security Planning for Couples

Now is the time to start planning for Income in Retirement. You will learn: • 5 factors to consider when deciding to apply for benefits • When it makes sense to delay benefits and when it does not • How to estimate your benefits • Innovative strategies for coordinating benefits with your spouse • How to minimize taxes on Social Security Benefits • How to coordinate Social Security with your other forms of retirement benefits

December 20, 2022

6:30p - 8:30p

Wayzata Community Education

Social Security Planning and Medicare Basics for Couples

Now is the time to start planning for Income in Retirement.  You will learn: Social Security 5 factors to consider when deciding to apply for benefits When it makes sense to delay benefits and when it does not How to estimate your benefits Innovative strategies for coordinating benefits with your spouse How to minimize taxes on Social Security Benefits How to coordinate Social Security with your other forms of retirement benefits Medicare How Medicare enrollment periods work – and what you need to do to avoid late-enrollment penalties How much you can expect to pay in health care costs after going on Medicate How Medicare works with private insurance to provide comprehensive coverage Why do most people pay too much for private insurance and how you can avoid excess costs Why you must plan for higher health care costs in retirement – including the possibility of needing long-term care.

Past Events

September 29, 2022

6:30p - 8:30p

Richfield Community Education

Life After Work

Whether you plan to stop work all at once, or ease into retirement by working part-time, at some point you will need to arrange for multiple sources of income to replace your paycheck. What do you need to think about as you transition from work life to retired life? Where will your income come from? How can you make it last? At this workshop you will learn: Why you need a retirement income plan 6 questions to ask before you retire How to determine how much income you will need in retirement The 4 primary sources of retirement income 4 popular withdrawal strategies and the pros and cons of each How retirement income is taxed 5 tax planning strategies in retirement A retirement income action plan

May 26, 2022

6:30p - 8:30p

Minnetonka Community Education Center

Savvy Social Security Planning

Five factors to consider when deciding when to apply for benefits. When it makes sense to delay benefits - and when it does not. Why you should always check your earnings record for accuracy. How to estimate your benefits. How to coordinate benefits with your spouse. How to minimize taxes on Social Security benefits. How to coordinate Social Security with your other sources of retirement income. How Social Security is affected for individuals who receive a pension from a non-covered job, including the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO).

May 17, 2022

6:30p - 8:30p

Eden Prairie Community Center

Savvy Social Security Planning

Five factors to consider when deciding when to apply for benefits. When it makes sense to delay benefits - and when it does not. Why you should always check your earnings record for accuracy. How to estimate your benefits. How to coordinate benefits with your spouse. How to minimize taxes on Social Security benefits. How to coordinate Social Security with your other sources of retirement income. How Social Security is affected for individuals who receive a pension from a non-covered job, including the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO).

Event Registration