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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 2025

  • October 13, 2025 (1 event)


    October 13, 2025

    Location:

    Pleasant Hill Library
    Large Meeting Room
    1490 S Frontage Road
    Hastings, MN 55033

    CLICK HERE TO REGISTER!

    The road to Medicare can be difficult to navigate. We’re here to create your personal Roadmap to Medicare that lays out every step of the way. Our team of local, licensed experts will give you unbiased answers to all your Medicare questions. As an independent broker, we offer plans from all the major health insurance companies providing the same coverage for the same cost. There are no fees for our services.

    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.

  • October 16, 2025 (1 event)


    October 16, 2025

    Location:

    Pleasant Hill Library
    Large Meeting Room
    1490 S Frontage Road
    Hastings, MN 55033

    CLICK 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!

     

     

  • October 20, 2025 (1 event)


    October 20, 2025

    Location:

    Pleasant Hill Library
    Large Meeting Room
    1490 S Frontage Road
    Hastings, MN 55033

    CLICK 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!

     

     

  • October 22, 2025 (1 event)


    October 22, 2025

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

    REGISTER HERE

  • October 23, 2025 (1 event)


    October 23, 2025

    Location:
    New Prague Library
    400 Main Street East
    New Prague, MN 56071

    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 24, 2025 (1 event)


    October 24, 2025

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

    Join us for an afternoon designed just for women—sip wine, ask questions, and learn how to take control of your estate planning.  We’ll cover practical strategies to protect yourself and your loved ones, all in a relaxed, supportive setting.

    Educators: Carrie A. Renner Attorney at Law, Anna L. Bessel Attorney at Law, and Isabella Kehoe, Licensed Insurance Agent

    REGISTER HERE

  • October 28, 2025 (1 event)


    October 28, 2025

    Location:
    New Prague Library
    400 Main Street East
    New Prague, MN 56071

    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 3, 2025 (1 event)


    November 3, 2025

    Location:
    Shakopee Library
    235 Lewis St S
    Shakopee, MN 55379

    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.

    REGISTER HERE

  • November 5, 2025 (1 event)


    November 5, 2025

    Location:
    Shakopee Library
    235 Lewis St S
    Shakopee, MN 55379

    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.

    REGISTER HERE

  • November 7, 2025 (1 event)


    November 7, 2025

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

    Probate can cause delays, extra costs, and increased stress for your loved ones. In this educational session, you will learn what probate is, why it matters, and the simple planning steps you can take now to protect your family’s future.

    Educator: Thomas “Keith” Russell, Attorney At Law

    REGISTER HERE

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