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Financial Education Events

Upcoming Educational Workshops & Webinars

There are currently no upcoming events.

redstone american grill eden prairie mn
Workshop
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 $1 million in investments. 

Redstone American Grill (Eden Prairie, MN)
May 18 or May 19, 2026
6:00 - 7:30 PM
Save My Seat
legacy hotel building
Workshop
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. 

Legacy Hotel (Green Bay, WI)
May 18 or May 18, 2026
6:00 - 7:30 PM
Save My Seat
mspvik-omni-viking-lakes-hotel-kyndred-hearth-bar-1
Workshop
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. 

Omni Viking Lakes Hotel (Eagan, MN)
May 18 or May 19, 2026
6:00 - 7:30 PM
Save My Seat
bijou bistro
Workshop
Updated Tax Laws Require Quick Changes By Pre-Retirees

You are cordially invited to our fine dining Tax Minimization workshop that is uniquely designed to help future retirees who have more than $500K in investments.

Bijou Bistro (Eau Claire)
June 8 or June 9, 2026
5:30 - 7:00 PM
Save My Seat
pittsburgh blue steakhouse
Workshop
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

Past Retirement Webinars

There are currently no upcoming events.

ACA Health Insurance Guide Image
Webinar
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
Webinar
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

Learn why you may be able to retire earlier than you think.

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