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

April 23, 2024

6:30p - 8:30p

Educational Service Center/Staff Development Center

Register

Savvy Social Security Planning for Couples

Hosted by Robert S. Davis; CFP

May 9, 2024

6:30p - 8:30p

Wayzata Central Middle School

Register

May 14, 2024

6:30p - 8:30p

Bloomington Community Education Campus

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Retirement Income Planning: Life After Work

Hosted by Robert S. Davis; CFP

May 21, 2024

6:30p - 8:30p

Minnetonka Community Education Center : Classroom 213

Register

Life After Work: Retirement Planning

Hosted by Robert S. Davis; CFP

Past Events

April 18, 2024

6:30p - 8:30p

Wayzata Central Middle School

April 4, 2024

6:30p - 8:30p

Eden Prairie Community Education

March 26, 2024

6:30p - 8:30p

Anoka-Hennepin Community Education

Savvy Social Security Planning for Individuals

Hosted by Robert S. Davis; CFP

July 11, 2023

6:30p - 8:30p

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 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

June 13, 2023

6:30p - 8:30p

Minnetonka Community Education Center

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 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.

Event Registration