Events
Upcoming Events
June 23, 2026
1:00p - 2:30p
Plymouth Community Center
Session 1: Taxes in Retirement - Your Investment Firm May Be Keeping a Secret
Why the investment industry keeps tax advice off the table, and what it may cost you Specific strategies that only become possible when tax and investment planning work together How taxes affect your Social Security and Medicare premiums Q&A Session: Your Retirement Tax Questions & Answered
June 23, 2026
6:00p - 7:30p
Plymouth Community Center
Session 2: Taxes in Retirement - Your Investment Firm May Be Keeping a Secret
Why the investment industry keeps tax advice off the table, and what it may cost you Specific strategies that only become possible when tax and investment planning work together How taxes affect your Social Security and Medicare premiums Q&A Session: Your Retirement Tax Questions & Answered
Past Events
May 13, 2026
6:30p - 8:00p
Minnetonka Community Center
Taxes, Estate Planning & Retirement
Rising prices and unexpected taxes can quietly erode decades of savings. This workshop gives you practical, actionable strategies to help your money go further in retirement. A complimentary retirement planning seminar - no cost, no obligation
April 30, 2026
6:30p - 8:00p
Plymouth Community Center
Taxes, Inflation & Retirement
Rising prices and unexpected taxes can quietly erode decades of savings. This workshop gives you practical, actionable strategies to help your money go further in retirement. A complimentary retirement planning seminar - no cost, no obligation
April 28, 2026
6:30p - 8:00p
Plymouth Community Center
Taxes, Inflation & Retirement
Rising prices and unexpected taxes can quietly erode decades of savings. This workshop gives you practical, actionable strategies to help your money go further in retirement. A complimentary retirement planning seminar - no cost, no obligation
April 16, 2026
6:30p - 8:00p
SCSU - Plymouth
Taxes, Inflation & Retirement
Rising prices and unexpected taxes can quietly erode decades of savings. This workshop gives you practical, actionable strategies to help your money go further in retirement. A complimentary retirement planning seminar - no cost, no obligation
April 14, 2026
6:30p - 8:00p
SCSU - Plymouth
Taxes, Inflation & Retirement
Rising prices and unexpected taxes can quietly erode decades of savings. This workshop gives you practical, actionable strategies to help your money go further in retirement. A complimentary retirement planning seminar - no cost, no obligation
April 29, 2025 - May 1, 2025
6:00p - 8:30p
Plymouth Community Center
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.
March 4 - March 6, 2025
6:00p - 8:30p
Plymouth Community Center
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.
January 21 - January 23, 2025
6:00p - 8:30p
Plymouth Community Center
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.
November 12 - November 14, 2024
6:00p - 8:30p
Plymouth Community Center
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.
September 17 - September 19, 2024
6:00p - 8:30p
Plymouth Community Center
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.
May 21 - May 23, 2024
6:00p - 8:30p
Plymouth Community Center
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.
May 14, 2024
6:00p - 7:00p
Rush Creek Golf Club
April 2, 2024
6:00p - 8:30p
Plymouth Community Center
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.
February 20 - February 22, 2024
6:00p - 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.
November 15, 2023
2:00p - 3:30p
Plymouth Community Center
Taxes, IRA's and Retirement Planning
This event will present a thoughtful and insightful approach to retirement spending, investing and planning.
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.
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.
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.
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.
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.