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 March–April 2025
March 18, 2025 (1 event)
March 18, 2025Location:
Robert Trail Library
Large Community Room
14395 S Robert Trail
Rosemount, MN 55068CLICK HERE TO REGISTER!
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!
March 31, 2025 (1 event)
March 31, 2025Location:
Farmington Library
508 3rd St
Farmington, MN 55024CLICK HERE TO REGISTER!
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!
April 3, 2025 (1 event)
April 3, 2025Location:
Farmington Library
508 3rd St
Farmington, MN 55024CLICK HERE TO REGISTER!
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!
April 8, 2025 (1 event)
April 8, 2025Location:
Savage City Hall
6000 McColl Dr
Savage, MN 55378CLICK HERE TO REGISTER!
An Estate Plan is vital for any individual, couple or family that owns a home and has assets. Ensure that your Estate Plan is in good order by reviewing the methods families use to avoid the delays and legal fees of Probate Court.
You will learn the following topics, in easy-to-understand terms:
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The advantages and disadvantages of Wills and Living Trusts.
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Benefits and limitations of Power of Attorney Documents.
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How Probate Court works and why you may want to avoid it for your family.
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Why putting property in your children’s names may be a mistake.
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Common missteps by families raising children with challenges, disabilities or Special Needs.
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Protecting your heirs’ inheritance from lawsuits, divorce and spend-thrifts.
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Best practices for naming retirement account and life insurance beneficiaries.
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How the SECURE Act affects your trust and/or retirement accounts
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You may never need long-term care, but if you do, how will that affect your family? And how will you pay for it?
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Bonus Topics: Safe money management, protecting retirement savings and tax planning strategies.
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April 16, 2025 (1 event)
April 16, 2025Location:
Savage City Hall
6000 McColl Dr
Savage, MN 55378CLICK HERE TO REGISTER!
An Estate Plan is vital for any individual, couple or family that owns a home and has assets. Ensure that your Estate Plan is in good order by reviewing the methods families use to avoid the delays and legal fees of Probate Court.
You will learn the following topics, in easy-to-understand terms:
-
-
The advantages and disadvantages of Wills and Living Trusts.
-
Benefits and limitations of Power of Attorney Documents.
-
How Probate Court works and why you may want to avoid it for your family.
-
Why putting property in your children’s names may be a mistake.
-
Common missteps by families raising children with challenges, disabilities or Special Needs.
-
Protecting your heirs’ inheritance from lawsuits, divorce and spend-thrifts.
-
Best practices for naming retirement account and life insurance beneficiaries.
-
How the SECURE Act affects your trust and/or retirement accounts
-
You may never need long-term care, but if you do, how will that affect your family? And how will you pay for it?
-
Bonus Topics: Safe money management, protecting retirement savings and tax planning strategies.
-
Webinars
Events in March–April 2025
- There are no events scheduled during these dates.
