Back to
In-person class

Social Security

Reserve your Virtual seat

In light of recent events occurring due to COVID-19, all in-person classes will be taking place as webinars until further notice, sign-up below.

March 4, 2020 6:00 PM

Dakota Lodge

1200 Stassen Ln, St Paul, MN 55118

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.

In this free 1-hour class, you will be equipped to make informed decisions about your retirement.

You will learn how to:

  • Determine if you will have enough retirement income 
  • Protect your retirement income by lowering your taxes
  • Protect your assets during market downturns (through another 2008)
  • Generate guaranteed retirement income regardless of market volatility
  • Reduce (or even eliminate) taxes on your Social Security benefits
  • Efficiently pass 401(k) and IRA Assets onto future generations

We hope you’ll join us–it’s a conversation you don’t want to miss.

Hosted by

Have a Question?

Our advisors are here to help you get clarity and share resources.

Talk to an advisor