Workshops
We are open for business and are taking every precaution to keep our offices safe for you.
Please call us and schedule a personal consultation at any one of our four offices.
Upcoming Events
April 13, 2021
6:00p - 7:45p
The Park Event Center
How to Reduce Your Risk in a Volatile Market and Protect Assets Against Loss The Park Event Center Waite Park
Topics that are commonly discussed include: Learn the power of proactive tax planning. Let us show you how to maximize your retirement minimize your taxes. Discover how to protect and pass on your nest egg from an estate planning attorney. Strategic distribution planning to help you keep more of your money. If you're wondering what to do you are not alone. We have limited the capacity to one couple per table to follow CDC social distancing guidelines. Reservations are required. Seating is limited and fills quickly.
April 15, 2021
6:00p - 7:45p
Coyote Moon
How to Reduce Your Risk in a Volatile Market and Protect Assets Against Loss Coyote Moon St Cloud
Topics that are commonly discussed include: Learn the power of proactive tax planning. Let us show you how to maximize your retirement minimize your taxes. Discover how to protect and pass on your nest egg from an estate planning attorney. Strategic distribution planning to help you keep more of your money. If you're wondering what to do you are not alone. We have limited the capacity to one couple per table to follow CDC social distancing guidelines. Reservations are required. Seating is limited and fills quickly.
May 6, 2021
6:00p - 7:45p
Pour
How to manage your risk in a volatile market and help protect assets against loss Pour Otsego
Topics that are commonly discussed include: Learn the power of proactive tax planning. Let us show you how to potentially enhance your retirement reduce your taxes. Discover how to protect pass on your nest egg from an estate planning attorney. Strategic distribution planning to help you keep more of your money. If you're wondering what to do you are not alone. We have limited the capacity to one couple per table to follow CDC social distancing guidelines. Reservations are required. Seating is limited and fills quickly.
May 12, 2021
6:00p - 7:45p
Rockwoods
How to manage your risk in a volatile market and help protect assets against loss Rockwoods Otsego
Topics that are commonly discussed include: Learn the power of proactive tax planning. Let us show you how to potentially enhance your retirement & reduce your taxes. Discover how to protect & pass on your nest egg from an estate planning attorney. Strategic distribution planning to help you keep more of your money. If you’re wondering what to do – you are not alone. We have limited the capacity to one couple per table to follow CDC social distancing guidelines. Reservations are required. Seating is limited and fills quickly.