July 23rd (12pm) // Halftime Report: Mid-Year Market Update 2025

Join us for our Mid-Year Market Update webinar as Financial Advisor Anthony Gerbi unpacks what’s shaped the markets so far in 2025—and what it could mean for you. From tariffs and interest rates to smart strategies for the months ahead, this session is designed to bring clarity and confidence to your financial outlook.

July 29th (10-11am) // Coffee Chat with Stein Financial Group

Join the Stein Financial Group team for a relaxed coffee hour at Angel Food Bakery in St. Louis Park on Tuesday, July 29th from 10-11am. Whether you’re looking for quick financial tips, have a question on your mind, or simply want to catch up, we’d love for you to swing by—coffee’s on us!

June 25th (12pm) // Care Starts at Home: Preparing for the What-Ifs of Retirement Health

This presentation will guide you through the essential steps of building a caregiving plan—whether for yourself or a loved one. Learn how to navigate the medical, legal, financial, and emotional decisions that often come with the “what-ifs” of retirement health.

May 20th (12pm) // How to Leave a Legacy: More Than Documents and Dollars

This webinar goes beyond traditional estate planning to focus on what truly matters: your family. Learn how to create a legacy through thoughtful planning, meaningful conversations, and alignment around your values—not just your assets.

April 23rd (12pm) // Social Security Planning: What Baby Boomers Need to Know About Their Retirement Income

Join us for this webinar designed to help Baby Boomers navigate the uncertainty around Social Security and learn strategies to maximize their benefits. Discover how your claiming decisions impact. Your retirement income—and what you can do to avoid costly mistakes.

March 31st (10-11am) // Coffee Chat with Stein Financial Group

Stop by Rustica at Southdale Center on Monday, March 31st, from 10-11am for a casual coffee chat with the Stein Financial Group team—our treat! Whether you have financial questions, need updates, or just want to say hello, we’d love to see you there.

March 27th (12pm) // The Four Phases of Retirement Taxes: Plan Smarter, Save More

Learn how different income sources like Social Security, IRAs, and RMDs are taxed in retirement, common tax pitfalls to avoid, and strategies to help you manage your tax brackets and maximize your savings.

February 25th (12pm) // State of the Markets 2025

Join financial advisor Anthony Gerbi as he analyzes how a new Trump administration and evolving economic conditions may impact the markets. Learn key strategies to navigate uncertainty and stay on track with your financial goals.

January 15th (12pm) // RMDs Made Simple: A Guide to Retirement Withdrawals

Learn the latest updates to RMD rules, key deadlines, and strategies to maximize your retirement income while avoiding penalties. Simplify your retirement withdrawals and make your hard-earned money work smarter for you!

December 4th (12pm) // 2025 Kick-Off: Your Complete Checklist for the New Year

Kick off 2025 with our comprehensive financial and lifestyle planning webinar, offering an easy-to-follow checklist to help you achieve your goals and stay organized all year.

November 7th (12pm) // 2024 Election & the Markets

This webinar will be presented by Anthony Gerbi and will feature a look ahead at the next four years with our new Commander in Chief. We’ll dive into what you can expect in both the short and long-term and provide insights on how to navigate the post-election landscape with confidence.

October 24th (12pm) // Cybersecurity Webinar: 10 Threats Every Person Faces – and How to Fight Them Now

Throughout this webinar you’ll learn practical actions that you can implement immediately to secure your digital life. We’ll help you build a defense that keeps your personal and financial information safe, so you can navigate the online world with confidence and peace of mind.

October 26th (1pm) // Family Movie Day Featuring Hocus Pocus

To celebrate the fall season, we’re excited to be hosting an event at the beautiful and historic Heights Theater for our Family Movie Day! Join us for a showing of a Halloween favorite, Hocus Pocus, with a pre-show concert featuring The Heights WCCO Mighty Wurlitzer organ. Feel free to wear your Halloween costumes to add to the Halloween spirit! Contact us to RSVP.

October 10th (12pm) // Managing Healthcare Expenses in Retirement: What Baby Boomers Need to Know About Medicare and Long-Term Care

Join this upcoming webinar to learn about managing healthcare expenses in retirement, including crucial insights on Medicare and long-term care planning. Gain the knowledge you need to make informed decisions and avoid costly mistakes as you plan for your future.

August 21st (12pm) // 4 Keys to Cutting College Costs: How to Avoid Overpaying

With the skyrocketing costs of higher education, tune into this webinar to learn how to send your child to their dream school without risking your financial stability. We’ll cover avoiding overpayment, navigating financial aid, and developing a strategy that protects your savings.

July 16th (12pm) // Halftime Report: Mid-Year Market Update

As we hit the halfway point of the year, it’s an ideal time to reflect on the financial markets and prepare for what’s ahead, especially with the upcoming election influencing economic trends. Tune into this webinar to gain valuable insights into current market conditions, election impacts, and future outlooks for the rest of 2024.

June 25th (12pm) // Getting Long-Term Care Planning Right: Smart Approaches for People at All Stages

Nearly 70% of people aged 65 and above will need long-term care at some point in their lives. Are you one of the 92% of people that are underprepared? Join our webinar to learn more about what to do and what not to do when creating a long-term care plan that can help protect you, your family, and your assets.

May 15th (2pm) // The Future of Social Security: 4 Topics to Watch in 2024

Throughout 2024, the Social Security landscape is expecting some significant changes and updates. Staying on top of these developments is crucial, as they will shape the future of Social Security and how it impacts you. Join us as we navigate through the key changes that will define Social Security in the coming year and learn how you can get the most out of your Social Security!

April 30th (12pm) // How Tax Planning Changes Through Four Stages of Retirement

Want to understand how to minimize taxes you may owe in retirement? This insightful webinar will delve into the nuanced world of tax planning through the four stages of retirement. From deciphering your after-tax retirement savings to navigating the intricate tax traps of Social Security and Medicare, we’ve got you covered.

March 20th (12pm) // What If I Die? 6 Steps to Build a Generational Legacy

Amidst our careful considerations for the future, it’s vital not to overlook a crucial aspect of planning – ensuring the security and well-being of our loved ones after we’re gone. Our upcoming webinar will provide 6 practical steps to help you build a lasting legacy that goes beyond just you. Alongside, we’ll provide you with our “What If Workbook” which is a great tool for organizing and consolidating all your important information in one place. Join us as we explore strategies for estate planning, organizing vital information, and planning for the future of your legacy.

February 20th (12pm) // State of the Markets 2024

We’ll be sharing a comprehensive market update at our upcoming State of the Markets webinar aimed to provide you with valuable insights and professional advice on navigating the current market landscape. It’ll help you get ahead and make smart decisions with insights into emerging trends, potential risks, and growth opportunities for 2024.

January 23rd (11am) // RMD Webinar: Back to Basics – Required Minimum Distributions

Retirement financials can be stressful, especially when it comes to understanding the complex rules around Required Minimum Distributions (RMDs) for retirement accounts. Turning 73 and starting to take RMDs is an important financial milestone, but there’s a lot of information and details to know to make sure you’re making the most of your retirement savings! No matter your age, this information will not only help you when it comes time to take your RMDs, but you’ll learn about how you can start to strategize now.

December 19th (10am) // December Coffee Chat

During this Coffee Chat, we will be putting your knowledge to the test with holiday themed trivia! This will also be a great time for us to catch up and answer any questions you may have before the busy holiday season.

November 16th (2pm) // SFG Volunteer Event

As part of our team’s commitment and mission to give back to our community, we’re inviting you to join us for a community volunteer event at Feed My Starving Children. We would love to have you there with us to help support their mission of ending hunger by feeding kids, feeding spirits, and empowering communities!

The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Cetera Advisor Networks LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by Cetera.

November 4th (1pm) // Stein’s Movie Matinee

We’re excited to invite you and your friends & families to our upcoming event, Stein’s Movie Matinee! Located at The Heights Theater, we will enjoy a classic cinema experience and viewing of the original holiday film, Home Alone, accompanied by a wonderful organ pre-show concert. Santa will be there before the show, so be sure to bring friends & family along for a chance to get a holiday photo! We’re looking forward to seeing you there!

October 18th (2pm) // Cyber Security Best Practices

If you’ve ever been concerned about your information online and the possibility of getting hacked, you’re not alone! Micah Thor, President of Amory IT, will be joining us for an upcoming webinar where he will walk through cyber security best practices and tips for staying safe and secure online.

September 21st (1pm) // The ABCs and Ds of Medicare

Medicare doesn’t have to be confusing. If you are new to Medicare, our upcoming webinar, The ABCs and Ds of Medicare, will help guide you through all you need to know. Michelle Wood from Mediqwest will share with you the fundamentals of Medicare including what it is, your coverage options, and how to best minimize your costs.

August 15th (10am) // August Coffee Chat

For this Coffee Chat, we will be joined by a special guest, Russ Rubin, to discuss all things travel. Be sure to grab a cup of joe and join us for a great conversation!

July 19th (2pm) // Mid-Year Market Webinar

As we approach the midyear mark, it’s a great time for an update on the state of the markets. Michael Clark from Capital Group-American Funds will be joining us to discuss the current market conditions for mid-year 2023 and what you can expect going forward.

June 21st (2pm) // Preparing Your Estate Webinar

It’s important to cover all your bases and make sure nothing is left to chance when it comes to your assets and personal health decisions. Amanda Hespen from Scott + Hespen Law is joining us for our upcoming webinar that is designed to help you understand the ins and outs of estate planning and help you answer those difficult questions.

April 25th (1-3pm) // Shred Event

With Earth Day in mind, we’re hosting a Shred Event to encourage you to bring by any old documents that you need shredded. Professional paper shredding is an eco-friendly way to destroy confidential documents securely while protecting our planet and helping de-clutter your space!

April 18th (10am) // April Coffee Chat

For our first Coffee Chat of the year, we will be joined by special guest, Brad Frank from Barnes & Thornburg. We will be catching up over coffee and answering your questions!

March 15th (11am) // Wealth Transfer Webinar

As an important part of the estate planning process, a wealth transfer plan can help ensure your wishes are carried out and can support the financial success of future generations. During this webinar, we will give you the tools you need to create a purposeful wealth transfer plan for you and your family.

February 15th (12pm) // State of the Markets 2023

Now is a great time to review how far the markets have come and talk about what the future may look like. This presentation examines the important financial factors at play, including economic developments, world events, and other market influences. We will also discuss what might be around the corner for 2023 in addition to answering any questions you may have.

January 18th (1pm) // What If I Die Workshop

Preparing a document with all your important information is one of the most valuable ways to save your loved ones incalculable time, money, and struggle. During this workshop, we will provide you with and guide you through the process of completing a workbook that consolidates all your key information into one place. 

December 20th (10am) // Q4 Community Coffee Chat

For our last Coffee Chat of the year, we will be going over the year in review, sharing predictions for 2023, and discuss whether the market is on Santa’s naughty or nice list this year! Grab some coffee or hot cocoa and join us for community and conversation before the new year.

November 19th (12pm) // Stein's Movie Matinee

We’re looking forward to hosting you and your family at The Heights Theater for an afternoon of conversation and laughs as we watch the film, Elf!

October 19th (2pm) // Medicare Webinar with Transamerica

Medicare doesn't have to be confusing. During this Medicare Webinar with Transamerica, we will guide you through all you need to know including when to enroll, healthcare costs, selecting the best coverage, and more!

September 20th (10am) // Q3 Community Coffee Chat

During our Q3 Community Coffee Chat, we will be highlighting current political topics and questions as well as discussing how they may impact you personally. We look forward to having this conversation, answering questions, and catching up over coffee!

August 17th (3pm) // Mid-Year Market Webinar

As we’ve hit the halfway point through 2022, it’s a great time to review and reflect upon the state of the markets. During this webinar Matt Moslander from J.P. Morgan will be discussing current economic factors, what the future may entail for financial markets, and how we’re investing to prepare for it.

July 28th (12pm) // Road to Retirement

Exclusive event designed for Government Employees preparing to retire. The Stein Financial Group has 30+ years of experience working with the public employees of MN, offering guidance on their benefits while employed and how to maximize their value into and throughout retirement.

June 21st (10am) // Q2 Community Coffee Chat

We’re having our June Coffee Chat on June 21st at 10am CST. This month a special guest will be joining us for coffee and conversation!

June 15th (2pm) // Long-Term Care Webinar with Newman

Long-term care, or extended care, is a challenge that many of us will face in our lifetimes. During this webinar we will discuss the basics of long-term care, explore options for receiving and paying for care, and much more.

May 18th (2-4pm) // Scoop & Shred

Join us at our new office on May 18th from 2-4pm for a sweet treat and the chance to drop off your documents that need to be shredded!

April 21st (3:30pm) // Social Security Webinar with Allianz

This webinar will explore seven keys to enhancing Social Security benefits, such as:

• Keys to help you understand the basics of Social Security

• Keys that take a deeper look into Social Security, such as working in retirement

• Taking the next step through this presentation by rethinking retirement strategies

Join us on April 21st at 3:30pm for this exclusive webinar and learn how you can make informed decisions regarding your Social Security benefits.

March 15th (10am) // Q1 Community Coffee Chat

Be sure to join us for our March Coffee Chat an March 15th at 10am CST. If you attend all four coffee chats this year you will be getting a bag of Twin Engine Coffee on us! We look forward to having you join our community coffee chats this year and sharing the Twin Engine Coffee with you.

March 16th (2pm) // Breached by Prudential

The state of the world is rife with cyber breaches, malware or ransomware attacks, and rampant identity theft. CNBC reports that identity fraud cost Americans a total of about $56 billion in 2020, with about 49 million consumers falling victim. Repercussions of this fraud can often be as financially devastating as a mismanaged investment or neglecting to
purchase protection with insurance. Every American should be fluent in today’s risks and armed with protection strategies. This webinar will cover these risks and provide solutions to prevent identity theft.

State of the Markets 2022

Now is a great time to review how far the markets have come and talk about what might lay ahead. This presentation examines the important financial factors at play, including economic developments, world events, and other market influences. It also looks at what might be around the corner for 2022 in addition to answering any questions you may have.

Estate Planning
We had an exciting opportunity to partner with Brad Frank from Barnes & Thornburg to learn about the importance of Estate Planning specifically highlighting Probate, Distribution of Assets, Planning for Incapacity, Wealth Distribution and so much more. Click the link above to watch the full replay.  

Exclusive Event
We are holding three exclusive events where you can learn more about our Good Life Program. There are limited spots available, and there will not be a video replay you can watch. Sign up before the spots fill up, you won’t want to miss this!

July 28 // Healthcare & Finances Webinar

During this webinar we covered Long Term Care, Medicare, retirement living, and more. Watch the replay to hear all about these topics and learn what you need to know about retirement.

June 8th// June Coffee Chat

We had another coffee chat where we discussed our move, taxes, and more.

April 15th // Family Series Event Part 2: Budgeting

We will take a crash course in budgeting and provide tips that will be useful no matter what your age, budgeting experience, or life stage happens to be. Please join us on April 15th, and invite a friend or family member. April is Financial Literacy Month and many individuals in America cannot pass a basic financial literacy test. Let us help. Register today and we will see you on Thursday, April 15th at 5 PM.

March 23rd // RMDs In 2021

During the call we covered all the basics on what you need to know about Required Minimum Distributions, explained how the 2020 changes to RMDs impacted this year's withdrawal requirements, and discussed tax planning strategies as they relate to RMDs.

February 24th // 2021 State of the Markets

See how the markets performed during the most unexpected year we've seen in a while. Watch the replay for a comprehensive review of market activity in 2020 and a look at our predictions for what may happen in 2021.

January 21st // Family Financial Series Pt 1: Pursuing Success at Every Generation

For this event, we took time to teach attendees how to help their talk about and retain wealth within their families.

Watch the webinar replay below to understand how to talk about money so that you can keep your family financially healthy for generations to come. 

December 2nd // Q & A with a Doctor

On December 2nd we got to spend an hour with a very special guest Dr. Ron Kaufman, M.D. 

We wanted to invite someone to answer some of your burning medical questions, as we know this is an uncertain time for all of us.

Dr. Kaufman covered a lot of common questions about COVID-19, addressed valid mental health concerns as we head into winter, and discussed what the world might look like after this. Click the link below to watch.