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 19, 2021

6:30p - 8:30p

Eden Prairie Community Education-Central Middle School

Register

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).

October 28, 2021

6:30p - 8:30p

Eden Prairie Community Education-Central Middle School

Register

Life After Work-How to Create a Good Life in Retirement

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 you live? Where will your income come from? How can you make it last? Join us for an enlightening class that will get you thinking about your next phase of life and what you need to do to prepare for it.

November 4, 2021

6:30p - 8:30p

Anoka Community Education

Register

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).

November 16, 2021

6:30p - 8:30p

Bloomington Community Education Campus

Register

Life After Work-How to Create a Good Life in Retirement

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 you live? Where will your income come from? How can you make it last? Join us for an enlightening class that will get you thinking about your next phase of life and what you need to do to prepare for it.

November 18, 2021

6:30p - 8:30p

Minnetonka Community Education Center:205 Excelsior Room

Register

Life After Work-How to Create a Good Life in Retirement

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 you live? Where will your income come from? How can you make it last? Join us for an enlightening class that will get you thinking about your next phase of life and what you need to do to prepare for it.

Past Events

October 14, 2021

6:30p - 8:30p

Bloomington Community Education Campus

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).

October 12, 2021

6:30p - 8:30p

Minnetonka Community Education Center:205 Excelsior Room

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).

October 7, 2021

6:30p - 8:30p

Wayzata Community Education: Central Middle School

Life After Work-How to Create a Good Life in Retirement

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 you live? Where will your income come from? How can you make it last? Join us for an enlightening class that will get you thinking about your next phase of life and what you need to do to prepare for it.

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

Event Registration