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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


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
Byron, MN
Somerby Golf Club
Thursday, October 24 @ 6:00 PM
Byron, MN
Somerby Golf Club


Monday, September 23 @ 6:00 PM
West Des Moines, IA
Holiday Inn & Suites West Des Moines - Jordan Creek
Tuesday, September 24 @ 11:00 AM
West Des Moines, IA
Des Moines Golf & Country Club


Tuesday, September 17 @ 6:30 PM
Wayne, PA
Autograph Brasserie
Wednesday, September 18 @ 6:30 PM
Malvern, PA
Twenty9 Restaurant & Bar


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


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