Broker Check


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

More events are on the way! Check back soon for more information.

Past Events

May 25, 2021

6:30p - 8:30p

Minnetonka Community Education Center

Recession Survival Guide

The word “recession” has been used frequently over the last year. Learn what a recession is including how often they occur, how to prepare, and how it impacts you and your family's personal finance

May 18, 2021

6:30p - 8:30p

Anoka-Hennepin Community Education

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