Events in April–May 2025
April 22, 2025 (1 event)
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April 22, 2025VENUE: St. Cloud Public Library - Main Floor - Mississippi Conference Room
ADDRESS: 1300 West Saint Germain Street, Saint Cloud, MN 56301
For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential, and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.
This educational workshop will provide you with much-needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits. Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive. One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!
Click Here to Register
If you have any questions, please call (320) 258-3688May 7, 2025 (1 event)
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May 7, 2025VENUE: Rockwoods in Otsego
ADDRESS: 9100 Quaday Ave NE, Otsego, MN 55330
Concerned about navigating complex financial decisions like taxes, estate planning, and market volatility? You’re not alone. A big change to the U.S. tax code is coming, and you deserve to safeguard your future. Gain valuable insights from your local post-accumulation retirement specialists.
Discover documented strategies for those with more than $500K in retirement savings to:
- Minimize your tax burden with tax-savvy techniques for significant assets so you keep more of what you’ve saved.
- Protect your nest egg with strategies for managing market volatility and safeguarding your investments.
- Secure your income stream, recreate your paycheck, and maximize your Social Security benefits.
- And More!
CLICK HERE TO REGISTER
If you have any questions, please call (320) 258-3688.May 14, 2025 (1 event)
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May 14, 2025VENUE: Pour Wine & Bistro
ADDRESS: 15704 90th St NE, Otsego, MN 55330
Concerned about navigating complex financial decisions like taxes, estate planning, and market volatility? You’re not alone. A big change to the U.S. tax code is coming, and you deserve to safeguard your future. Gain valuable insights from your local post-accumulation retirement specialists.
Discover documented strategies for those with more than $500K in retirement savings to:
- Minimize your tax burden with tax-savvy techniques for significant assets so you keep more of what you’ve saved.
- Protect your nest egg with strategies for managing market volatility and safeguarding your investments.
- Secure your income stream, recreate your paycheck, and maximize your Social Security benefits.
- And More!
CLICK HERE TO REGISTER
If you have any questions, please call (320) 258-3688.
May 15, 2025 (1 event)
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May 15, 2025VENUE: Coyote Moon Grille
ADDRESS: 480 55th Ave SE, St Cloud, MN 56304
Concerned about navigating complex financial decisions like taxes, estate planning, and market volatility? You’re not alone. A big change to the U.S. tax code is coming, and you deserve to safeguard your future. Gain valuable insights from your local post-accumulation retirement specialists.
Discover documented strategies for those with more than $500K in retirement savings to:
- Minimize your tax burden with tax-savvy techniques for significant assets so you keep more of what you’ve saved.
- Protect your nest egg with strategies for managing market volatility and safeguarding your investments.
- Secure your income stream, recreate your paycheck, and maximize your Social Security benefits.
- And More!
If you have any questions, please call (320) 258-3688.May 22, 2025 (1 event)
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May 22, 2025VENUE: Park Event Center
ADDRESS: 500 Division St, Waite Park, MN 56387
Concerned about navigating complex financial decisions like taxes, estate planning, and market volatility? You’re not alone. A big change to the U.S. tax code is coming, and you deserve to safeguard your future. Gain valuable insights from your local post-accumulation retirement specialists.
Discover documented strategies for those with more than $500K in retirement savings to:
- Minimize your tax burden with tax-savvy techniques for significant assets so you keep more of what you’ve saved.
- Protect your nest egg with strategies for managing market volatility and safeguarding your investments.
- Secure your income stream, recreate your paycheck, and maximize your Social Security benefits.
- And More!
If you have any questions, please call (320) 258-3688.
