Financial Education Events

Upcoming Educational Workshops & Webinars

There are currently no upcoming events.

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

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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

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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 (Green Bay, WI)

April 27 or April 28, 2026

6:00 - 7:30 PM

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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

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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

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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.

Holman's Table (Saint Paul, MN)

March 23 or March 24, 2026

6:00 - 7:30 PM

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