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 April–May 2025
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 7, 2025 (1 event)
April 7, 2025Location:
Pleasant Hill Library (Hastings)
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!
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.
-
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.
-
April 10, 2025 (1 event)
April 10, 2025Location:
Galaxie Library
Large Meeting Room
14955 Galaxie Avenue
Apple Valley, MN 55124CLICK 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 14, 2025 (1 event)
April 14, 2025Location:
Galaxie Library
Large Meeting Room
14955 Galaxie Avenue
Apple Valley, MN 55124CLICK 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 15, 2025 (1 event)
April 15, 2025Location:
Pleasant Hill Library (Hastings)
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!
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.
-
April 28, 2025 (1 event)
April 28, 2025Location:
Eden Prairie
Community Center
Cambria Room
16700 Valley View Road
Eden Prairie, MN 55346CLICK 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 30, 2025 (1 event)
April 30, 2025Location:
Eden Prairie
Community Center
Cambria Room
16700 Valley View Road
Eden Prairie, MN 55346CLICK 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!
May 1, 2025 (2 events)
May 1, 2025Location:
Haven Financial Group Parking Lot
12940 Harriet Ave S Suite 102
Burnsville, MN 55337CLICK HERE TO REGISTER!
May 1, 2025Location:
Haven Financial Group Parking Lot
12940 Harriet Ave S Suite 102
Burnsville, MN 55337CLICK HERE TO REGISTER!
May 5, 2025 (1 event)
May 5, 2025Location:
Jordan Library
275 Creek Lane South
Jordan, MN 55352CLICK 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!
May 6, 2025 (1 event)
May 6, 2025Location:
Faribault Community Center
Buckham West Senior Center Building
19 Division Street West
Faribault, MN 55021CLICK 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!
May 7, 2025 (1 event)
May 7, 2025Location:
Jordan Library
275 Creek Lane South
Jordan, MN 55352CLICK 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!
May 8, 2025 (1 event)
May 8, 2025Location:
Faribault Community Center
Buckham West Senior Center Building
19 Division Street West
Faribault, MN 55021CLICK 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!
May 14, 2025 (1 event)
May 14, 2025Location:
Porter Creek
14201 Burngarten Dr
Burnsville, MN 55306CLICK HERE TO REGISTER!
Many investors have relied upon annuities to provide safety for their investment portfolios and what most of them don’t realize are the potential consequences this can have. These products can be difficult to understand and, all too often, misrepresented by the salesperson. This meeting will teach you all the critical “must-knows” about these complicated products.
You and your spouse are cordially invited to this educational dinner event. The workshop is designed for those that own an annuity or are thinking of buying one. This event is educational and, for those thinking about buying an annuity, a chance to really see how that purchase might impact your retirement plan. So, come on out and enjoy a complimentary dinner after the presentation.
May 19, 2025 (1 event)
May 19, 2025Location:
Savage Library
13090 Alabama Avenue
Savage, MN 55378CLICK 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!
May 20, 2025 (1 event)
May 20, 2025Location:
Porter Creek
14201 Burngarten Dr
Burnsville, MN 55306CLICK HERE TO REGISTER!
Many investors have relied upon annuities to provide safety for their investment portfolios and what most of them don’t realize are the potential consequences this can have. These products can be difficult to understand and, all too often, misrepresented by the salesperson. This meeting will teach you all the critical “must-knows” about these complicated products.
You and your spouse are cordially invited to this educational dinner event. The workshop is designed for those that own an annuity or are thinking of buying one. This event is educational and, for those thinking about buying an annuity, a chance to really see how that purchase might impact your retirement plan. So, come on out and enjoy a complimentary dinner after the presentation.
May 21, 2025 (1 event)
May 21, 2025Location:
Savage Library
13090 Alabama Avenue
Savage, MN 55378CLICK 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!
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