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.

Legacy Hotel (Green Bay, WI)

March 30 or March 31, 2026

6:00 - 7:30 PM

Save My Seat

How to Prevent Retiree Health Insurance Costs From Skyrocketing Under the One Big Beautiful Bill Act

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

Oak Marsh Golf Course (Oakdale, MN)

April 20 or April 21, 2026

6:00 - 7:30 PM

Save My Seat

How to Prevent Retiree Health Insurance Costs From Skyrocketing Under the One Big Beautiful Bill Act

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

Pittsburgh Blue Steakhouse (Maple Grove, MN)

April 27 or April 28, 2026

6:00 - 7:30 PM

Save My Seat

How to Prevent Retiree Health Insurance Costs From Skyrocketing Under the One Big Beautiful Bill Act

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

Republic Chophouse

April 27 or April 28, 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.

Redstone American Grill (Eden Prairie, MN)

March 23 or March 24, 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.

Holman's Table (Saint Paul, MN)

March 23 or March 24, 2026

6:00 - 7:30 PM

Save My Seat