Retirement should be about freedom—not financial stress. In this class, we’ll break down the 5 biggest expenses most retirees face and share practical strategies to help reduce or better manage them. From housing and healthcare to transportation and unexpected costs, you’ll walk away with simple, actionable ideas to help protect your income and make your money last.

This class will help participants answer key questions including how the 5 phases of an IRA relate to stages of your retirement, how time can have a great impact on tax-deferred retirement accounts and strategies for reducing the taxes you and your heirs could pay.

Learn how to unlock the power of beneficiary designations to help ensure fast, tax-efficient transfers to your heirs or trust. This practical workshop will guide you through navigating asset transfers, avoiding common pitfalls, and aligning your accounts with your will or trust for a smooth, well-coordinated estate plan. This 90-minute workshop will also include a Q&A session.

Whether you’re buying your first home, a dream home, or an investment property, the process can feel overwhelming—especially in today’s market. This session will guide you through current real estate trends, debunk common myths, and help you make informed decisions. You’ll also learn how to build a personalized home-buying plan based on your goals, limitations, timeline, budget, and preferred location. Learn how to personalize the home-buying plan that fits you best.

Retire with dignity and build generational wealth. Retire with confidence by learning how to optimize distributions from Social Security, Pensions, work retirement plans and Traditional IRA. Learn about the benefits of Roth IRA and how they can help reduce your taxes. The class also covers importance of Estate Planning, Long Term Care Insurance and when Annuities are useful.

Retire with dignity and confidence while building generational wealth. In this informative class, you’ll learn how to optimize distributions from Social Security, pensions, employer-sponsored retirement plans, and Traditional IRAs. Discover the benefits of Roth IRAs and how they can help reduce your tax burden. The course also explores the importance of estate planning, long-term care insurance, and when annuities may be a valuable part of your financial strategy.

This estate planning workshop is designed for professionals, business owners, investors, and other asset owners who may face significant capital gains or estate tax considerations—now or in the future. Learn key timing and tax-saving strategies to consider before selling highly appreciated assets, such as a business or family farm. We’ll explore several powerful planning tools—including Donor Advised Funds, Qualified Charitable Distributions, and Charitable Remainder Trusts—used to help minimize or even eliminate taxes, preserve family wealth, and maintain greater control over your legacy. This 90-minute workshop will also include a Q&A session.

Fighting financial fraud starts with education as well as communication between family members and their financial professionals. Financial Advisor Tarun Bhatia will share information to help you recognize possible issues, prevent fraudulent activity, and protect yourself or a loved one if fraud does occur.

Worried about the potential costs of nursing homes, long-term care, or assisted living? You’re not alone—and the statistics show many of us will need some level of care in the future. As healthcare expenses continue to rise, planning ahead is more important than ever. Both federal and Minnesota laws offer ways to protect your assets from spend-down requirements and estate recovery—but only when a proper asset protection plan is put in place ahead of time. In this educational workshop, you’ll learn the key differences between wills and trusts, along with advanced strategies designed to help safeguard your hard-earned assets and preserve them for your loved ones. This 90-minute workshop will be followed by a Q&A session to address your specific questions.

Selling your home in today’s market can feel overwhelming. In this session, we’ll break down current market conditions and share practical tips to help you prepare your home for a successful sale. We’ll also address common real estate myths and guide you in creating a plan tailored to your goals, timeline, and local market.

The road to your future and the realization of your dreams will require a solid saving and investing strategy. In this class, you'll learn 10 principles of investing as well as common mistakes and what you can do to avoid them.

The road to your future and the realization of your dreams will require a solid saving and investing strategy. In this class, you'll learn 10 principles of investing as well as common mistakes and what you can do to avoid them.

Wills and Trusts—many people don’t fully understand the difference between these two critical estate planning options. Each can impact your estate in very different ways, especially when it comes to the level of control and protection your family will have in the future. In this workshop, we’ll break down how wills and trusts differ in areas such as asset distribution, probate avoidance, and overall estate management. You’ll also learn how each option affects your executor, your beneficiaries, and the level of risk you may leave behind. We’ll cover key tax considerations and help you better understand which approach may align with your goals. Get answers to these important questions so your loved ones can avoid unnecessary complications and stay out of probate. This 90-minute workshop will include a Q&A session.