Midyear Market Update On A Stick // August 20th, 2019
Join us on Tuesday, August 20th at 1pm in our Minneapolis office for an update on what the markets have done in the first half of 2019. We will have fair themed refreshments available for you to enjoy. 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.
All Upcoming Events
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.
Thursday, November 14th // The ABCs of RMDs
RMDs, or required minimum distributions, are a complicated subject. Our goal for this event is to simplify the topic for you. We want every person who attends to walk away having asked every question they could think of and feeling ready for when that magic age of 70.5 arrives. If you would like to meet with an advisor to talk about this instead, please click on the 'Meet With An Advisor' button on. To RSVP for the event, click on the RSVP button below. We hope to see you there!
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 educational path for your student. We also had information available about starting up a 529 Plan and explained why it's such 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.
Evolving Gardens // April 29th, 2019
Guest speaker from the Hennepin County Master Gardener program, Kate Netwal, was kind enough to give a fantastic presentation which identified some of the gardening related challenges we all face, lent ideas and practices to allow gardeners to grow with their garden, and answered all types of gardening related questions that were burning in our clients' minds. If you have an idea of a specialized event like this that you would like to see us host, please reach out to Lauren Blair at email@example.com.