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
Wills & Living Trusts
January 16, 2025
Location:
Ames Center
12600 Nicollet Ave
Burnsville, MN 55337
CLICK 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.
Webinars
Wills & Living Trusts
January 16, 2025
Location:
Ames Center
12600 Nicollet Ave
Burnsville, MN 55337
CLICK 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.
