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 October–November 2026

  • October 30, 2026


    October 30, 2026

    Location:
    Haven Financial Group - Education Center
    12940 Harriet Ave S Suite 105
    Burnsville, MN 5533

    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!

    This Event Will Have Catered Pizza

    REGISTER HERE

  • November 5, 2026


    November 5, 2026

    Location:
    Jensen's Food & Cocktails
    3840 Rahn Rd
    Eagan, MN 55122

    Details:

    You and your spouse are cordially invited to an educational event for area residents who are retired or planning to retire soon. This informative and entertaining program is absolutely free. There is no obligation and nothing will be sold.

    In this jam-packed event, we will show you how to protect your estate, avoid probate, preserve your capital, decrease your risk, maximize your income and protect and grow your assets. You will leave with valuable information you can act upon immediately such as:

    • Estate Planning: Wills vs Trusts; which is correct for you?
    • Social Security: Do you know how to coordinate IRA distributions with Social Security and Pension income?
    • Secure Act Law: Understand the new guidelines for 401(k)s, IRAs, RMDs & Beneficiaries.
    • Income: How to create lifetime income for you and your spouse.
    • Stock Market Fluctuations: Why are top Economists and Money Managers protecting their Portfolios?
    • Long-Term Care: With no monthly premium payments.
    • Taxes: Have you implemented a proactive strategy to save on future taxes? Can ROTH conversions be beneficial?

    REGISTER HERE

  • November 9, 2026


    November 9, 2026

    Location:
    Jensen's Food & Cocktails
    3840 Rahn Rd
    Eagan, MN 55122

    Details:

    You and your spouse are cordially invited to an educational event for area residents who are retired or planning to retire soon. This informative and entertaining program is absolutely free. There is no obligation and nothing will be sold.

    In this jam-packed event, we will show you how to protect your estate, avoid probate, preserve your capital, decrease your risk, maximize your income and protect and grow your assets. You will leave with valuable information you can act upon immediately such as:

    • Estate Planning: Wills vs Trusts; which is correct for you?
    • Social Security: Do you know how to coordinate IRA distributions with Social Security and Pension income?
    • Secure Act Law: Understand the new guidelines for 401(k)s, IRAs, RMDs & Beneficiaries.
    • Income: How to create lifetime income for you and your spouse.
    • Stock Market Fluctuations: Why are top Economists and Money Managers protecting their Portfolios?
    • Long-Term Care: With no monthly premium payments.
    • Taxes: Have you implemented a proactive strategy to save on future taxes? Can ROTH conversions be beneficial?

    REGISTER HERE

  • November 12, 2026

    –
    November 12, 2026

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

    The BIG THREE:

    • Purpose- What do I want this next chapter to look like?
    • Health- What are important strategies to increase my quality of life over time?
    • Wealth- How can I financially prepare for the life I envision?

    REGISTER HERE


    November 12, 2026

    Location:
    Eden Prairie Library
    Bluestem Room 120
    565 Prairie Center Dr
    Eden Prairie, MN 55344

    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

  • November 16, 2026


    November 16, 2026

    Location:
    Eden Prairie Library
    Bluestem Room 120
    565 Prairie Center Dr
    Eden Prairie, MN 55344

    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

  • November 18, 2026


    November 18, 2026

    Location:
    Heritage Library
    Meeting Room
    20085 Heritage Dr
    Lakeville, MN 55044

    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

    Thursday 11/18 & Monday 11/20 at 6:00 PM

  • November 20, 2026


    November 20, 2026

    Location:
    Heritage Library
    Meeting Room
    20085 Heritage Dr
    Lakeville, MN 55044

    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

    Thursday 11/18 & Monday 11/20 at 6:00 PM

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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

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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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