Financial Education Events

Upcoming Educational Workshops & Webinars

There are currently no upcoming events. Check back soon!

Webinar - June 2026 - Tax Min Strategies - Image

6 Tax Minimization Strategies for Pre-Retirees to Know in 2026 (Wisconsin)

Presented by Ty Bernicke, CFP®, President & CEO. Six tax strategies pre-retirees often miss, including how to manage ACA premiums before Medicare.

Virtual Webinar

November 17

12 PM or 7 PM

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Webinar - June 2026 - Tax Min Strategies - Image

6 Tax Minimization Strategies for Pre-Retirees to Know in 2026 (Minnesota)

Presented by Ty Bernicke, CFP®, President & CEO. Six tax strategies pre-retirees often miss, including how to manage MNsure premiums before Medicare.

Virtual Webinar

June 9, 2026

12 PM or 7 PM

Save My Seat

BLVD Kitchen and Bar

Roth Conversion Strategies for Investors With Over $500K

BLVD Kitchen & Bar (Minnetonka, MN)

October 19 or October 20

6:00 - 7:30 PM

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republic chophouse building

Roth Conversion Strategies for Investors With Over $500K

Republic Chophouse (Green Bay, WI)

October 19

6:00 - 7:30 PM

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omni hotel

Roth Conversion Strategies for Investors With Over $500K

Omni Viking Lakes Hotel (Eagan, MN)

October 19 or October 20

6:00 - 7:30 PM

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Past Retirement Webinars

There are currently no upcoming events.

1099 doctors image

Tax Minimization Strategies for 1099 Doctors in Wisconsin

Tax minimization strategies webinar is uniquely designed to help 1099 doctors in Wisconsin.

Virtual Webinar

Tuesday, September 8

12 PM or 7 PM

Watch Replay

Webinar Roth Conversions 2

Roth Conversion Strategies For Investors With Over $1 Million

This webinar is uniquely designed to help future retirees who have more than $1 million in investments.

Virtual Webinar

August 11, 2026

12 PM or 7 PM

Watch Replay

Retirement Income Planning Webinar Image

Retirement Income Planning For Pre-Retirees With Over $1 Million Saved

Retirement income planning strategies webinar uniquely designed to help future retirees who have more than $1 million in investments.

Virtual Webinar

July 7, 2026

12 PM or 7 PM

Watch Replay

Webinar - June 2026 - Tax Min Strategies - Image

6 Tax Minimization Strategies for Pre-Retirees to Know in 2026 (Wisconsin)

Tax minimization strategies webinar uniquely designed to help future retirees who have more than $500K in investments.

Virtual Webinar

June 9, 2026

12 PM or 7 PM

Watch Replay

Webinar - June 2026 - Tax Min Strategies - Image

6 Tax Minimization Strategies for Pre-Retirees to Know in 2026 (Minnesota)

Tax minimization strategies webinar uniquely designed to help future retirees who have more than $500K in investments.

Virtual Webinar

June 9, 2026

12 PM or 7 PM

Watch Replay

ACA Health Insurance Guide Image

Health Insurance Strategies for Those Retiring Before 65 Years Old in Minnesota

Health insurance webinar uniquely designed to help future retirees who have more than $500K in investments.

Virtual Webinar

April 28, 2026

12 PM or 7 PM

Watch Replay

ACA Health Insurance Guide Image

Health Insurance Strategies for Those Retiring Before 65 Years Old in Wisconsin

Health insurance webinar uniquely designed to help future retirees who have more than $500K in investments.

Virtual Webinar

April 28, 2026

12 PM or 7 PM

Watch Replay