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
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.
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 retirement 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
May 18, 2023
6:30p - 8:30p
Bloomington Community Education Campus
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.
May 16, 2023
6:30p - 8:30p
Wayzata Community Education; Wayzata Central Middle School
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.
May 9, 2023
6:30p - 8:30p
Eden Prairie Central Middle School
Social Security Planning and Medicare Basics for Widowed and Divorced
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.
May 2, 2023
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
April 27, 2023
6:30p - 8:30p
Minnetonka Community Education Center
Social Security Planning and Medicare Basics for Widowed and Divorced
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.
April 11, 2023
6:30p - 8:30p
Wayzata Central Middle School CMS
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
April 4, 2023
6:30p - 8:30p
Eden Prairie 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.
March 28, 2023
6:30p - 8:30p
Anoka-Hennepin Community Education
Savvy Social Security Planning for Individuals
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