Establishing an Estate Plan
Attend to learn more about: Wills vs. trusts (the role of a living trust); Estate tax; Probate; Protecting your assets & cabin planning; problems with beneficiary designations; and tax management.
November 7, 2017 at 10 a.m. - Space is limited. Register on Eventbrite or call (952) 736-5085.
6300 Earle Brown Drive
Brooklyn Center, MN
November 8, 2017 at 6:30 p.m. - Space is limited. Register on Eventbrite or call (952) 736-5085.
Edina Country Club
5100 Wooddale Avenue
November 9, 2017 at 6:30 p.m. - Space is limited. Register on Eventbrite or call (952) 736-5085.
Brackett’s Crossing CC
17976 Judicial Road
Social Security & Your Retirement
Join us for a discussion on Social Security, including its benefits and challenges, that should be considered when planning for your future including: Why Social Security was created and value it provides retirees; Rules surrounding Social Security rules including those for qualifying, receiving, and managing individual benefits; Considerations for increasing benefits; The future of Social Security and the challenge of creating retirement income; and a look at retirement income planning process.
November 16, 2017 at 7 p.m. - Space is limited. Register on Eventbrite or call (952) 736-5085.
11369 Viking Place
Eden Prairie, MN
Thrift Savings Plans*
As a current or former Federal Employee, do you feel comfortable with your TSP retirement plan? Attend our no-cost TSP seminar and gain a better understanding of the program, including: how TSP investments work; when and how to draw from your TSP pre- and post-retirement; & the pros and cons of rolling TSP monies into an IRA or Roth IRA. *This is the employer retirement savings plan for Federal and Postal employees - the ‘TSP’.
November 7, 2017 at 7 p.m. - Space is limited. Register on Eventbrite or call (952) 736-5085.
Hopkins Center for the Arts
111 Main Street
Women & Investing
Join us for a discussion on potential financial challenges that women may face. Attendees will learn about ways to overcome unexpected financial obstacles and how to take charge of their financial future.
October 19, 2017 at 7 p.m. - Space is limited. Register on Eventbrite or call (952) 736-5085.
Firefly Training Center
2740 East 82nd Street
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. Representatives is neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.