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Rain & Shine: Proven Strategies to Carry You Through Retirement

Join us for a free lunch or dinner event!

Weather is a lot like your retirement. You can expect rain and plenty of sunshine and you need to be prepared for both. When it comes to anticipating the ups and downs, your tactics for preparing for your retirement are only as good as the strategies underlying them.

A successful retirement doesn’t happen by chance. Join us, as we breakdown tactics the tactics that underlie strategies for a successful retirement.

Seating is limited and reservations are required, so please guarantee your space today by RSVPing now.

In this presentation, you'll learn:

  • Tax-smart strategies to minimize your taxes in retirement
  • What true diversification really means and how it helps minimize risk
  • Essential ways to prepare for Required Minimum Distributions (RMDs)
  • And how to minimize the tax burden you pass on to your loved ones
Event Locations

Minnesota

Thursday, September 5 @ 5:00 PM
Alexandria, MN
Arrowwood Resort & Conference Center
Monday, September 9 @ 5:00 PM
Brainerd, MN
The Northern Cowboy Flame N' Brew
Tuesday, September 10 @ 11:30 AM
Mankato, MN
Country Inn & Suites
Tuesday, September 10 @ 6:00 PM
Mankato, MN
Country Inn & Suites
Monday, October 7 @ 6:30 PM
Lake Elmo, MN
Royal Golf Club
Tuesday, October 8 @ 6:30 PM
Golden Valley, MN
Golden Valley Country Club
Wednesday, October 9 @ 6:30 PM
Eden Prairie, MN
Bear Path Golf & Country Club
Tuesday, October 15 @ 6:30 PM
Roseville, MN
Midland Hills Country Club
Wednesday, October 16 @ 6:30 PM
Lakeville, MN
Brackett's Crossing Country Club
Monday, October 21 @ 11:30 AM
St. Cloud, MN
St. Cloud Country Club
Monday, October 21 @ 6:00 PM
St. Cloud, MN
St. Cloud Country Club
Thursday, October 24 @ 11:30 AM
Rochester, MN
TBD
Thursday, October 24 @ 6:00 PM
Rochester, MN
TBD

Iowa

Monday, September 23 @ 6:00 PM
Des Moines, IA
TBD
Tuesday, September 24 @ 11:30 AM
Des Moines, IA
TBD

Pennsylvania

Tuesday, September 17 @ 6:30 PM
Wayne, PA
Autograph Brasserie

Wisconsin

Tuesday, October 1 @ 6:30 PM
Green Bay, WI
Hotel Northland
Wednesday, October 2 @ 6:30 PM
Beloit, WI
Beloit Club

Florida

Thursday, November 7 @ 11:30 AM
Jacksonville, FL
TBD