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Retirement Countdown: 5 Moves to Make Leading Up to Retirement

Join us for a free lunch or dinner event!

You might have an idea of when you want to retire, but as the date approaches, are you sure you’re ready? Right now is a pivotal time to think about your next steps.

At this event, “Your Money” radio show host Bruce Helmer will break down the moves you need to make leading up to retirement so you can be prepared for what life brings your way.

A successful retirement doesn’t happen by chance, it comes with careful planning.

Seating is limited and reservations are required. Guarantee your space by registering for an event below.

In this presentation, you'll learn:

  • Define your new lifestyle
  • Determine your Social Security strategy
  • Plan for your health care needs
  • Create a tax-efficient withdrawal strategy
Event Locations

Iowa

Wednesday, April 15 @ 6:00 PM
Des Moines, IA
Embassy Club West
Thursday, April 16 @ 11:00 AM
Des Moines, IA
Embassy Club West

Minnesota

Tuesday, March 3 @ 6:30 PM
Blaine, MN
TPC Twin Cities
Wednesday, March 4 @ 6:30 PM
Lakeville, MN
The Chart House
Tuesday, March 10 @ 6:30 PM
Eden Prairie, MN
Bearpath Golf & Country Club
Wednesday, March 11 @ 6:30 PM
Lake Elmo, MN
Royal Golf Club
Thursday, March 12 @ 6:30 PM
Maple Grove, MN
Rush Creek Golf Club
Tuesday, March 31 @ 12:00 PM
Rochester, MN
Rochester Golf & Country Club
Tuesday, March 31 @ 6:00 PM
Rochester, MN
Rochester Golf & Country Club
Wednesday, April 1 @ 12:00 PM
Mankato, MN
Country Inn & Suites
Wednesday, April 1 @ 6:00 PM
Mankato, MN
Country Inn & Suites
Tuesday, April 21 @ 6:00 PM
Brainerd, MN
TBD
Wednesday, April 22 @ 6:00 PM
Grand Rapids, MN
TBD
Wednesday, April 29 @ 6:00 PM
Alexandria, MN
TBD
Thursday, April 30 @ 11:30 AM
St. Cloud, MN
TBD
Thursday, April 30 @ 6:00 PM
St. Cloud, MN
TBD

New Jersey

Wednesday, May 6 @ 6:30 PM
Warren, NJ
TBD
Thursday, May 7 @ 6:30 PM
Warren, NJ
TBD

Wisconsin

Tuesday, April 7 @ 6:30 PM
Beloit, WI
Ironworks Hotel
Wednesday, April 8 @ 6:30 PM
Appleton, WI
Rye Restaurant
Thursday, April 9 @ 6:30 PM
Green Bay, WI
Hotel Northland