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Events

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763-559-9213 

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Upcoming Events

June 20, 2023

6:00p - 7:30p

Income Planning Group

Personal Finance - Invitation Only Event

This is a private event, offered only to the children and grandchildren of our existing local clients.

June 21, 2023

6:00p - 7:30p

Income Planning Group

Personal Finance - Invitation Only Event June 21

This is a private event, offered only to the children and grandchildren of our existing local clients.

Past Events

May 25, 2023

1:00p - 2:30p

Plymouth Community Center

Taxes, Inflation, and Market Volatility - Plymouth Community Center May 25th

This event will present a thoughtful and insightful approach to retirement spending, investing and planning.

May 23, 2023

1:00p - 2:30p

Plymouth Community Center

Taxes, Inflation, and Market Volatility - Plymouth Community Center May 23rd

This event will present a thoughtful and insightful approach to retirement spending, investing and planning.

April 12, 2023

6:00p - 7:30p

Plymouth Community Center

Taxes, Inflation and Market Volatility - Plymouth CC - April 12th

This event will present a thoughtful and insightful approach to retirement spending, investing and planning.

April 11, 2023

6:00p - 7:30p

Plymouth Community Center

Taxes, Inflation and Market Volatility - Plymouth CC - April 11th

This event will present a thoughtful and insightful approach to retirement spending, investing and planning.

March 29, 2023

1:00p - 2:30p

Rogers Community Center

Taxes, Inflation, and Market Volatility - Rogers Community Center March 29th

This event will present a thoughtful and insightful approach to retirement spending, investing and planning.

March 28, 2023

1:00p - 2:30p

Rogers Community Center

Taxes, Inflation, and Market Volatility - Rogers Community Center March 28th

This event will present a thoughtful and insightful approach to retirement spending, investing and planning.

March 2, 2023

6:00p - 7:30p

Plymouth Community Center

Taxes, Inflation and Market Volatility - Plymouth Community Center

This event will present a thoughtful and insightful approach to retirement spending, investing and planning.

March 1, 2023

6:00p - 7:30p

Plymouth Community Center

Taxes, Inflation and Market Volatility - Plymouth Community Center

This event will present a thoughtful and insightful approach to retirement spending, investing and planning.

February 16, 2023

1:00p - 2:30p

Plymouth Community Center

Taxes, Inflation, and Market Volatility - Plymouth Community Center Feb. 16

This event will present a thoughtful and insightful approach to retirement spending, investing and planning.

February 15, 2023

1:00p - 2:30p

Plymouth Community Center

Taxes, Inflation, and Market Volatility - Plymouth Community Center

This event will present a thoughtful and insightful approach to retirement spending, investing and planning.

November 1 - November 3, 2022

6:30p - 8:30p

Plymouth Community Center

Retirement Planning in Today's Economy - Plymouth Community Center

Retirement Planning in Today's Economy This two night event will present a thoughtful and insightful approach to retirement spending, investing and planning.

October 25 - October 27, 2022

6:00p - 8:30p

Bethel University

September 10, 2022

9:00a - 1:00p

Plymouth City Center II - Income Planning Group

Retirement Workshop - Saturday, September 10th

Retirement Planning in Today's Economy This workshop will present a thoughtful and insightful approach to retirement spending, investing and planning.

June 20 - June 22, 2022

6:30p - 8:30p

Plymouth City Center II - Income Planning Group

Retirement Planning in Today's Economy - Two Night Course

Retirement Planning in Today's Economy This two night event will present a thoughtful and insightful approach to retirement spending, investing and planning.

April 26 - April 28, 2022

6:00p - 8:30p

Bethel University Anderson Center

Retirement Planning in Today's Economy - Bethel University

Bethel University - Tuesday, April 26th & Thursday, April 28th CLICK FOR MORE DETAILS

November 30, 2021 - December 7, 2021

6:30p - 8:30p

Bethel University

Retirement Planning in Today's Economy - Bethel University

Tuesday: Nov. 30th & Dec. 7th CLICK FOR MORE DETAILS

November 9 - November 10, 2021

6:00p - 8:30p

St. Cloud State at Plymouth

Retirement Planning in Today's Economy

Retirement Planning in Today's Economy This two night event will present a thoughtful and insightful approach to retirement spending, investing and planning.

October 26 - October 28, 2021

6:00p - 8:30p

Plymouth City Center II - Income Planning Group

Retirement Workshop - 2 Night Course

Retirement Planning in Today's Economy This two night event will present a thoughtful and insightful approach to retirement spending, investing and planning.

October 14, 2021

12:00p - 1:00p

Webinar

Retirement Webinar - Your Retirement & Taxes

Thursday, October 14th @ 12:00pm CLICK FOR MORE DETAILS

September 28 - September 29, 2021

6:00p - 8:30p

Plymouth City Center II - Income Planning Group

Retirement Workshop - 2 Night Course

Retirement Planning in Today's Economy This two night event will present a thoughtful and insightful approach to retirement spending, investing and planning.

August 24, 2021

6:00p - 7:15p

Plymouth City Center II - Income Planning Group

Your Retirement & Taxes - Online or In-Person

Click the link above to find out more!

August 12, 2021

6:30p - 7:45p

Plymouth City Center II - Income Planning Group

Retirement Workshop - Your Retirement & Taxes (Thursday PM)

Click the link above to find out more!

August 10, 2021

6:30p - 7:45p

Plymouth City Center II - Income Planning Group

Retirement Workshop - Your Retirement & Taxes (Tuesday PM)

Click the link above to find out more!

June 24, 2021

6:00p - 7:30p

Plymouth City Center II - Income Planning Group

Retirement Education - Your Retirement & Taxes (Thursday PM)

Click the link above to find out more!

April 17, 2021

10:00a - 11:30a

Plymouth City Center II - Income Planning Group

Retirement Education - Your Retirement & Taxes (Saturday AM)

Retirement Education - Your Retirement and Taxes

January 21, 2021

6:00p - 7:00p

Live Webinar

Retirement Elevated - Live Webinar

LEARN HOW TO CREATE A RETIREMENT THAT WORKS IN ANY ECONOMY

September 30, 2020

6:00p - 7:00p

Live Webinar

Retirement Elevated - Live Webinar

LEARN HOW TO CREATE A RETIREMENT THAT WORKS IN ANY ECONOMY

March 9, 2020

6:00p - 9:00p

Plymouth Creek Center

Retirement Elevated - Single Day Course at Plymouth Creek Center

Retirement Planning in Today's Economy - This event will present a thoughtful and insightful approach to retirement spending, investing and planning.

March 4, 2020

6:00p - 9:00p

Plymouth Creek Center

Retirement Elevated - Single Day Course at Plymouth Creek Center

Retirement Planning in Today's Economy - This event will present a thoughtful and insightful approach to retirement spending, investing and planning.

February 27, 2020

6:00p - 9:00p

Bethel University

Retirement Elevated - Single Day Course at Bethel University

Retirement Planning in Today's Economy - This event will present a thoughtful and insightful approach to retirement spending, investing and planning.

February 27, 2020

6:00p - 7:30p

St. Cloud State at Plymouth

Retirement Elevated - Estate Planning & Healthcare Planning

Estate Planning & Healthcare Planning This event will present a thoughtful and insightful approach to estate planning and healthcare planning.

Event Registration