Financial Education Events

Upcoming Educational Workshops & Webinars

There are currently no upcoming events.

Updated Tax Laws Require Quick Changes By Pre-Retirees

Tax Minimization workshop that is uniquely designed to help future retirees who have more than $500K in investments.

Omni Viking Lakes Hotel (Eagan, MN)

February 16 or February 17, 2026

6:00 - 7:30 PM

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Updated Tax Laws Require Quick Changes By Pre-Retirees

Tax Minimization workshop that is uniquely designed to help future retirees who have more than $500K in investments.

Republic Chophouse (Green Bay, WI)

February 23 or February 24, 2026

6:00 - 7:30 PM

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Updated Tax Laws Require Quick Changes By Pre-Retirees

Tax Minimization workshop that is uniquely designed to help future retirees who have more than $500K in investments.

BLVD Kitchen & Bar (Minnetonka, MN)

February 9 or February 10, 2026

6:00 - 7:30 PM

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Updated Tax Laws Require Quick Changes By Pre-Retirees

Tax Minimization workshop that is uniquely designed to help future retirees who have more than $500K in investments.

Bijou Bistro (Eau Claire, WI)

February 2, 2026

5:30 - 7:00 PM

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Updated Tax Laws Require Quick Changes By Pre-Retirees

Tax Minimization workshop that is uniquely designed to help future retirees who have more than $500K in investments.

Oak Marsh Golf Course & Event Center (Oakdale, MN)

January 26 or January 27, 2026

6:00 - 7:30 PM

Save My Seat

Updated Tax Laws Require Quick Changes By Pre-Retirees

Tax Minimization workshop that is uniquely designed to help future retirees who have more than $500K in investments.

BLVD Kitchen & Bar

February 9 or February 10, 2026

6:00 - 7:30 PM

Save My Seat