Our Events

See Individual Events Below

Financial Workshops

Hosted by Haven Financial Group, our workshops are offered complimentary to our community. Stay informed about our specialty services and learn more about retirement options by joining us at one of our financial workshops. Call today or click on a date below to get started in reserving your seat for one of our upcoming events.

Workshops

Events in September–October 2026

  • September 21, 2026


    September 21, 2026

    Location:
    Haven Financial Group - Education Center
    12940 Harriet Ave S Suite 105
    Burnsville, MN 55337

    REGISTER HERE

  • September 22, 2026


    September 22, 2026

    Location:
    Dakota County Technical College
    Classroom 2-601
    1300 145th St E
    Rosemount, MN 55068

    Details:
    Medicare plans come in all shapes and sizes, just like us. But fully understanding the “Alphabet Soup” of Part A, Part B, Part C and Part D can be daunting. Make sure you are basing your Medicare planning decisions on all the facts, not emotions, misconceptions or opinions.

    Missing pieces of Medicare information could cost you more money which might result in penalties. Relax we’ve got you covered. Come learn about the different options available to see which plan makes the most “cents” for you and your budget.

    • What if I currently have employer or union health care coverage?
    • What do I need to know before enrolling in a Medicare plan?
    • What are Medicare Parts A, B, C and D?
    • What are the differences between Medicare Supplement and Advantage Plans?
    • How do I find a plan that will work with my doctors?
    • Do I have a deadline before I can enroll?
    • Does Medicare cover me if I travel outside my home state or outside the United States?
    • What do I need to do if I’m turning 65 or retiring?

    REGISTER HERE

  • September 23, 2026


    September 23, 2026

    Location:
    Haven Financial Group - Education Center
    12940 Harriet Ave S Suite 105
    Burnsville, MN 55337

    Details:
    You'll feel better once you say... "Everything has been taken care of."

    Hosted by Larry Kallevig & Lance Larsen with guest speakers: Meg White Heintze - White Funeral Homes & Lexi Hughes - Attorney at Law with Provision Law Firm.

    REGISTER HERE

  • September 24, 2026


    September 24, 2026

    Location:
    Dakota County Technical College
    Classroom 2-601
    1300 145th St E
    Rosemount, MN 55068

    Details:
    Medicare plans come in all shapes and sizes, just like us. But fully understanding the “Alphabet Soup” of Part A, Part B, Part C and Part D can be daunting. Make sure you are basing your Medicare planning decisions on all the facts, not emotions, misconceptions or opinions.

    Missing pieces of Medicare information could cost you more money which might result in penalties. Relax we’ve got you covered. Come learn about the different options available to see which plan makes the most “cents” for you and your budget.

    • What if I currently have employer or union health care coverage?
    • What do I need to know before enrolling in a Medicare plan?
    • What are Medicare Parts A, B, C and D?
    • What are the differences between Medicare Supplement and Advantage Plans?
    • How do I find a plan that will work with my doctors?
    • Do I have a deadline before I can enroll?
    • Does Medicare cover me if I travel outside my home state or outside the United States?
    • What do I need to do if I’m turning 65 or retiring?

    REGISTER HERE

  • September 29, 2026


    September 29, 2026

    Location:

    Dakota County Technical College
    Classroom 2-601
    1300 145th St E
    Rosemount, MN 55068

    Details:

    For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

    This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits.

    Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.

    One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!

    REGISTER HERE

  • October 1, 2026


    October 1, 2026

    Location:

    Dakota County Technical College
    Classroom 2-601
    1300 145th St E
    Rosemount, MN 55068

    Details:

    For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

    This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits.

    Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.

    One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!

    REGISTER HERE

  • October 5, 2026


    October 5, 2026

    Location:

    Haven Financial Group
    12940 Harriet Ave S
    Burnsville, MN 55337

    REGISTER HERE 

  • October 6, 2026


    October 6, 2026

    Location:

    Haven Financial Group
    12940 Harriet Ave S
    Burnsville, MN 55337

    REGISTER HERE 

  • October 7, 2026


    October 7, 2026

    Location:

    Haven Financial Group
    12940 Harriet Ave S
    Burnsville, MN 55337

    REGISTER HERE 

  • October 8, 2026


    October 8, 2026

    Location:

    Haven Financial Group
    12940 Harriet Ave S
    Burnsville, MN 55337

    REGISTER HERE 

  • October 12, 2026


    October 12, 2026

    Location:

    Haven Financial Group
    12940 Harriet Ave S
    Burnsville, MN 55337

    REGISTER HERE 

  • October 15, 2026


    October 15, 2026

    Location:
    McColl Pond Environmental Learning Center
    13550 Dakota Ave S
    Savage, MN 55378

    REGISTER HERE

  • October 19, 2026


    October 19, 2026

    Location:
    McColl Pond Environmental Learning Center
    13550 Dakota Ave S
    Savage, MN 55378

    REGISTER HERE

  • October 21, 2026


    October 21, 2026

    Location:

    Haven Financial Group
    12940 Harriet Ave S
    Burnsville, MN 55337

    REGISTER HERE 

  • October 27, 2026


    October 27, 2026

    Location:

    Haven Financial Group
    12940 Harriet Ave S
    Burnsville, MN 55337

    REGISTER HERE 

  • October 29, 2026


    October 29, 2026

    Location:

    Haven Financial Group
    12940 Harriet Ave S
    Burnsville, MN 55337

    REGISTER HERE 

Webinars

No New Webinars At This Time

Why Burnsville Residents Trust Haven Financial Group

4.9
Based on 34 reviews
Murray Weiss profile picture
Murray Weiss
2 years ago
Very informative and cout an error someone else made on our taxes
Highly experienced staff. We have been using Haven for 4 years and have been completely satisfied with all aspects.
Kurt Gnan profile picture
Kurt Gnan
3 years ago
It was awesome experience getting me ready for retirement!
Caleb Countryman profile picture
Caleb Countryman
3 years ago
Amazing customer service, I felt like the star of the show from the time I walked in until the time I left.

Financial team is very knowledgeable and they are truly in the business of helping, not selling.

Highly recommended!
Jim Cornwell profile picture
Jim Cornwell
3 years ago
Great group! Very welcoming, professional and Haven Financial advisors will help you meet your financial goals.
Added bonus: they are recently expanding so they can help more of us who need guidance for a better future!!
pat sheehan profile picture
pat sheehan
3 years ago
Mary Niemeyer profile picture
Mary Niemeyer
3 years ago
Very warm and caring folks. Assisted with financial planning and insurance needs.
Mike McGraw profile picture
Mike McGraw
3 years ago
This place is absolutely 100% Customer Focused. Glenn is an Expert on Medicare issues. Office staff is awesome. They offer a variety of Financial Services.
David Lyon profile picture
David Lyon
3 years ago
Jake Ferguson profile picture
Jake Ferguson
3 years ago

Not Able To Attend One Of Our Events?

If you’re unable to attend an upcoming event, schedule a complimentary one-on-one meeting at a time that’s most convenient for you.

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