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101 West 3rd Street
Suite 200
Chaska, Minnesota 55318
952.361.0707 


 

Events

As we embark on 2020 we are excited to share a new series of educational sessions. We have seen our clients wrestle with these topics over the years and assembled a 12-month series of sessions to help others better understand.

  • January - Estate Planning Basics
  • February - Retirement Basics
  • March - Social Security
  • April - Financial Planning Basics
  • May - Women and Money
  • June - Advanced Estate Planning
  • July - Summer Break (No workshop)
  • August - Investment Basics
  • September - College Planning
  • October - Retirement Savings Challenge for Women
  • November - Your Employer Sponsored Retirement Plan
  • December - Variable Annuities

See event details below for month-to-month date and time specifics. 

 

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

Do You Need an Advanced Estate Plan?

June 22, 2020 6:00p - 7:00p Central Standard Time

Virtual Meeting via Zoom

An advanced estate plan can help ensure not only that your family's future financial needs will be taken care of, but also that your wealth will be passed on in the most tax-efficient manner possible. It's also an opportunity to create a legacy for grandchildren and to make charitable gifts in a way that best suits your financial situation.

Take Charge of Your Financial Future

May 20, 2020 5:30p - 6:30p Central Standard Time

Virtual seminar via Zoom

Today, more women than ever are responsible for their financial well-being, and the well-being of their families. But women often face unique financial challenges. That's why it's so important that no matter what life stage they're in, women know how to save, invest, and plan for their future.

Do You Have a Tailored Financial Plan in Place?

April 23, 2020 5:00p - 6:00p Central Standard Time

Presented virtually via Zoom

Everyone can benefit from a financial plan that is tailored to individual needs and circumstances. A financial roadmap can motivate you to save money, help you meet your financial goals, and improve your overall financial independence now and in the future.

Rescheduled - Social Security Retirement Benefits?

April 21, 2020 5:00p - 6:00p Central Standard Time

Virtual Meeting via Zoom

As you near retirement, one of the biggest financial decisions you'll need to make is when to begin receiving your Social Security retirement benefits. With pensions disappearing, Social Security remains the major source of guaranteed lifetime retirement income for most Americans, so it's important to take the time to explore your options and make an informed, well-reasoned decision. Join us for this no-cost seminar to understand your options.

When Will You Be Ready For Social Security Retirement Benefits?

March 19, 2020 7:00p - 8:00p Central Standard Time

Jeff Pierce LLC Office

As you near retirement, one of the biggest financial decisions you'll need to make is when to begin receiving your Social Security retirement benefits. With pensions disappearing, Social Security remains the major source of guaranteed lifetime retirement income for most Americans, so it's important to take the time to explore your options and make an informed, well-reasoned decision. Join us for this no-cost seminar to understand your options.

Retirement Basics

February 24, 2020 7:00p - 8:00p Central Standard Time

Jeff Pierce LLC Office

Most of us imagine retirement as a happy time, a reward for a lifetime of hard work, full of possibility and potential. We have good reason to see retirement in a positive light. Americans are living longer, healthier lives than ever before. In fact, for some of us, retirement will make up a full third of our lives. Of course, this means that our retirement assets will have to do more for us over a longer period of time. This makes planning for our retirement essential. Join us for this no-cost seminar to get your plan started.

The Basics of Estate Planning

January 27, 2020 7:00p - 8:00p Central Standard Time

Jeff Pierce LLC Office

An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan.

Event Registration




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