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Classes

Retirement Planning Today Class

The retirement landscape looks a lot different today than it did twenty years ago. This class is designed to align your retirement strategy with the reality of today's market. Depending on your financial situation, certain strategies could increase your retirement income or decrease it. We cover the pros and cons of various strategies and help you decide on one that fits your retirement and lifestyle goals.

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Social Security Strategy Class

Are you getting all you can out of Social Security? Maximize your Social Security benefits for retirement in our Social Security Strategy Class. There are strategies that can add thousands of dollars to some couple’s retirement income. During this workshop, you learn Social Security strategies that could increase your overall benefit amount.

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Foundations of Retirement

Planning for tomorrow is growing in complexity. From volatile markets, escalating geopolitical pressures, tax increases, inflation, and countless other factors... those who are nearing retirement are looking for answers. Having enough income to live greatly and to maintain the lifestyle you want takes strategic planning and sound financial advice.

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Upcoming Classes

Social Security

Plymouth Creek Center

Date:

June 26, 2018

Time:

6:00 pm

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Social Security

Plymouth Creek Center

Date:

June 28, 2018

Time:

6:00 pm

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Foundations of Retirement

St. Paul - Grand Avenue

Date:

July 10, 2018

Time:

6:00 pm

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Foundations of Retirement

East Superior Street

Date:

July 11, 2018

Time:

6:00 pm

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Foundations of Retirement

St. Paul - Grand Avenue

Date:

July 12, 2018

Time:

6:00 pm

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Foundations of Retirement

East Superior Street

Date:

July 12, 2018

Time:

6:00 pm

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Foundations of Retirement

White Bear Lake

Date:

July 17, 2018

Time:

11:00 am

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Foundations of Retirement

Maple Grove

Date:

July 17, 2018

Time:

5:30 pm

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