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 December 2025–January 2026
January 6, 2026 (1 event)
January 6, 2026Location:
Jensen's Food & Cocktails
3840 Rahn Rd
Eagan, MN 55122Details:
You and a guest are cordially invited to a workshop dinner event for area residents who are retired or nearing retirement. This informative and entertaining program is ABSOLUTELY COMPLIMENTARY. There is no obligation; enjoy a complimentary dinner on us.In the coming years, any number of changes could hit you and your retirement hard. Keeping track of these changes, trends and developments could be the best investment you can make. Local financial planners at Haven Financial Group will help enlighten and empower you so you have the confidence to make sound financial decisions. Join us to discover strategies you can act upon immediately, such as:
- Market Update: How to avoid the invisible taxation of Inflation that’s eroding your retirement income.
- Stocks & Bonds: Learn how repositioning your portfolio can help hedge against inflation and rising interest rates.
- Safer Strategies: To protect and grow your assets during Bull Markets and Market Corrections.
- Income: How to help create guaranteed Lifetime Income for you and your spouse.
- How you can potentially turn an IRA into TAX FREE income or an asset for your children or grandchildren while covering your long-term care needs.
- How to calculate your RMD amount and the tax liability.
- Secure Act Law: Learn about this law and how it impacts 401(k)s, IRAs, RMDs and beneficiaries.
- Social Security: How to help maximize Social Security and minimize Social Security Taxation.
- The advantages and disadvantages of Wills and Living Trusts.
REGISTER HERE
January 7, 2026 (1 event)
January 7, 2026Location:
Farmington Library
508 3rd Street
Farmington, MN 55024Details:
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
January 8, 2026 (1 event)
January 8, 2026Location:
Jensen's Food & Cocktails
3840 Rahn Rd
Eagan, MN 55122Details:
You and a guest are cordially invited to a workshop dinner event for area residents who are retired or nearing retirement. This informative and entertaining program is ABSOLUTELY COMPLIMENTARY. There is no obligation; enjoy a complimentary dinner on us.In the coming years, any number of changes could hit you and your retirement hard. Keeping track of these changes, trends and developments could be the best investment you can make. Local financial planners at Haven Financial Group will help enlighten and empower you so you have the confidence to make sound financial decisions. Join us to discover strategies you can act upon immediately, such as:
- Market Update: How to avoid the invisible taxation of Inflation that’s eroding your retirement income.
- Stocks & Bonds: Learn how repositioning your portfolio can help hedge against inflation and rising interest rates.
- Safer Strategies: To protect and grow your assets during Bull Markets and Market Corrections.
- Income: How to help create guaranteed Lifetime Income for you and your spouse.
- How you can potentially turn an IRA into TAX FREE income or an asset for your children or grandchildren while covering your long-term care needs.
- How to calculate your RMD amount and the tax liability.
- Secure Act Law: Learn about this law and how it impacts 401(k)s, IRAs, RMDs and beneficiaries.
- Social Security: How to help maximize Social Security and minimize Social Security Taxation.
- The advantages and disadvantages of Wills and Living Trusts.
REGISTER HERE
January 13, 2026 (2 events)
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January 13, 2026Location:
Haven Financial Group - Education Center
12940 Harriet Ave S Suite 105
Burnsville, MN 55337REGISTER HERE
January 13, 2026Location:
Farmington Library
508 3rd Street
Farmington, MN 55024Details:
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
January 21, 2026 (1 event)
January 21, 2026Location:
Bloomington Center for the Arts - Black Box
Theatre - MLKBCA0121
1800 W Old Shakopee Rd
Bloomington, MN 55431Details:
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
January 26, 2026 (1 event)
January 26, 2026Location:
Bloomington Center for the Arts - Black Box
Theatre - MLKBCA0126
1800 W Old Shakopee Rd
Bloomington, MN 55431Details:
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
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