Our Events
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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
Estate Planning & Surviving Your Retirement - Eagan, MN
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
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