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Medicare Plan Help

Medicare 101 Educational Seminars

Whether you’re new to Medicare or you’ve had it for years, there’s a lot to learn - at our Medicare 101 educational seminars, we can help you understand your options.

Medicare 101
College Graduate - Financial Planning

Savvy Financial Strategies for College

Hear from industry educators who will provide insider tips that will enhance your understanding of the college process and provide actionable strategies to save thousands of dollars.

College Financial Planning
How to Select and Manage IRA or 401k Minneapolis MN

12 Best (and Worst) IRA/401(k) Strategies

This educational program is designed to help you protect your retirement income, keep what you have worked hard for, pass assets to the next generation and reduce taxes.

IRA and 401(k) Strategies
Social Security Planning Tips Seminar in MInneapolis

Savvy Social Security Planning

Decisions you make now can have a tremendous impact on the total amount of benefits you receive over your lifetime. If you are a baby boomer and want to be a savvy shopper in the Social Security supermarket, this seminar will arm you with great insight and tips.

Social Security Planning