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Events



Your Medicare Fears Demystified // Thursday, October 3rd

Join us in our Minneapolis office on Thursday October 3rd to learn all about Medicare and the choices you have available to you during open enrollment this season. Space is limited and parking is free so RSVP today by clicking the button below or reaching out to our office at 612-492-0211.

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All Upcoming Events



October 3rd // Your Medicare Fears Demystified
Medicare open enrollment begins on October 15th and ends on December 7th. This means any changes you'd like to make have to be made within that time frame. If you're curious about what this means to you, head over to our Minneapolis office for some clarity when it comes to Medicare. RSVP by clicking the button below. If this time doesn't work for you or you'd rather have a one-on-one conversation about this, schedule a meeting with one of our advisors today by clicking the gold 'Meet With An Advisor' button on the top right corner of your screen.

RSVP

More Information on This Fantastic Upcoming Event Coming Soon! Check back in September to learn more!

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Past Events


Midyear Market Update On A Stick // August 20th, 2019

After experiencing some volatility during the month of August, our clients were tuning in to the markets and to the news even more frequently than usual. We held a midyear market update year to review what's been going on in the markets and the economy, talk about where we were at at that point in time, and discussed our views on the future of the markets. While we think it's important to host educational events like this one, we are also always willing to answer questions on this subject. Give us a call at 612-492-0211.



Sundaes & Social Security // June 20th, 2019

Every year we host an event with the topic of social security being the focus. We get questions about this topic more than any other topic each year. While attending this event is a great way to get social security information, we are happy to meet with you directly to discuss your individual situation. Just click the 'Meet With An Advisor' button at the top right corner of your screen.



College Planning Workshop // May 29th, 2019

Our 529 event was all about preparing your loved ones for college. We had special guest speakers from College Connectors come in and talk about what they know best, finding the best possible education path for your student. We also had information available about starting up a 529 plan and explained why they can be a great way to save for your child or grandchild's future educational costs. If opening a 529 Plan is something that interests you, we can help with that. Click on the 'Meet With An Advisor' button to meet with someone from our office. 

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