Events
We believe financial education should be shared, discussed, and explored together. Our events offer a space to learn, ask questions, and engage with ideas that matter to your financial life.
The Changing World of Retirement Planning
- Saturday, February 21, 2026 | 10 AM
- Pique Travel Event Venue, 306 Water Street, Excelsior, MN 55331
Planning for retirement has become more complex than ever, and having the right information can make a meaningful difference.
Topics will include:
• Why some experts predict tax rates could double in the next 10 years
• Why taxes in retirement may be higher than expected
• How 401(k) or IRA withdrawals could reduce Social Security benefits
• Tax-efficient strategies that may help make Social Security tax-free
• Increasing Social Security income
• The importance of working with a Power if Zero advisor
Who can benefit from attending?
This course is ideal for anyone who is experiencing a major life change such as a career shift, retirement, the loss of a spouse, or important financial decisions. This educational event is an opportunity to learn strategies that may help reduce taxes, protect income, and feel more confident about the future.
The Changing World of Retirement Planning
- Saturday, February 28, 2026 | 10 AM
- Pique Travel Event Venue, 306 Water Street, Excelsior, MN 55331
Planning for retirement has become more complex than ever, and having the right information can make a meaningful difference.
Topics will include:
• Why some experts predict tax rates could double in the next 10 years
• Why taxes in retirement may be higher than expected
• How 401(k) or IRA withdrawals could reduce Social Security benefits
• Tax-efficient strategies that may help make Social Security tax-free
• Increasing Social Security income
• The importance of working with a Power if Zero advisor
Who can benefit from attending?
This course is ideal for anyone who is experiencing a major life change such as a career shift, retirement, the loss of a spouse, or important financial decisions. This educational event is an opportunity to learn strategies that may help reduce taxes, protect income, and feel more confident about the future.