Events
Our community educational events help you make smarter decisions about Social Security, Medicare, retirement income, tax strategies, and more.
We've instructed in-person classes across the Twin Cities for over 15 years.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
May 5, 2026
6:30p - 8:30p
Educational Service Center/Staff Development Center
Life After Work: Retirement Planning
Learn how to transition from work life to retired life in this educational workshop. 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? Where will your income come from? How can you make it last?
January 29, 2026
6:30p - 8:30p
Central Campus - Wayzata Central Middle School CMS.
Life After Work: Retirement Planning
Learn how to transition from work life to retired life in this educational workshop. 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? Where will your income come from? How can you make it last?
January 15, 2026
6:30p - 8:30p
Minnetonka Community Education Center
Life After Work: Retirement Planning
Learn how to transition from work life to retired life in this educational workshop. 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? Where will your income come from? How can you make it last?
January 8, 2026
6:30p - 8:30p
Central Campus - Wayzata Central Middle School CMS
Retiring Smarter Under the New Tax Bill
The newly passed One Big Beautiful Bill Act brings major tax changes that directly affect retirees and those nearing retirement. This class explains the new rules for deductions, tax brackets, SALT limits, estate taxes, and senior-specific benefits in clear, everyday language. You'll learn how the legislation impacts retirement income, Social Security timing, tax-efficient withdrawals, and long-term planning opportunities. Whether you're already retired or preparing for the transition, you'll discover practical strategies to reduce taxes, avoid pitfalls, and make better financial decisions under the new law.
December 11, 2025
6:30p - 8:30p
Minnetonka Community Education Center
Tax Planning Through 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
December 10, 2025
6:30p - 8:30p
Educational Service Center/Staff Development Center
Savvy IRA Planning
The decisions you make today can have an impact on your overall retirement plan. Learn the ins and outs of IRA planning including how to avoid common mistakes. Topics Include: 7 strategies for IRA Planning 6 rollover options for your retirement plan funds SECURE Act changes to IRA planning The difference between indirect and direct rollovers How to coordinate your IRA planning with your overall retirement, estate, tax, and Social Security 3 different options for spousal IRA beneficiaries
December 2, 2025
6:30p - 8:30p
Central Campus - Wayzata Central Middle School CMS
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