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

February 7, 2023

6:30p - 8:30p

Minnetonka Community Education Center

Register

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

February 8, 2023

6:30p - 8:30p

Educational Service Center

Register

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

February 9, 2023

6:30p - 8:30p

Bloomington Community Education

Register

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

Past Events

February 2, 2023

6:30p - 8:30p

Central Middle School

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

January 31, 2023

6:30p - 8:30p

Richfield Central Education Center

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.

January 26, 2023

6:30p - 8:30p

Educational Service Center

Savvy 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

January 17, 2023

6:30p - 8:30p

Central Campus - Wayzata Central Middle School CMS

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.

January 14, 2023

7:00a - 8:00a

Minnetonka Community Education Center

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

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.

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 8, 2022

6:30p - 8:30p

Minnetonka Community Education

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 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.  

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

Event Registration