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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

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

Past Events

May 26, 2022

6:30p - 8:30p

Minnetonka Community Education Center

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).

May 17, 2022

6:30p - 8:30p

Eden Prairie Community Center

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).

May 10, 2022

6:30p - 8:30p

Bloomington Community Education Campus

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.

April 26, 2022

6:30p - 8:30p

St. Louis Park 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).

April 21, 2022

6:30p - 8:30p

Wayzata Community Education

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.

April 19, 2022

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).

Event Registration