Events

Understanding Social Security and Medicare with Keith Meyers CFP and Jared Woodward CFP

Countdown to Retirement with Keith Meyers CFP and Jared Woodward CFP

Managing Your Wealth in 2026

Join our free virtual event, "Managing Your Wealth in 2026," on Thursday, Feb 5 at 5:30 PM to get practical guidance on the 2026 market outlook, tax-season readiness, retirement income planning, tax-efficient investing, and how technology is reshaping wealth management. Reserve your spot:

Countdown to Retirement with Keith Meyers CFP® & Jared Woodward CFP®

Understanding Social Security and Medicare with Keith Meyers CFP® & Jared Woodward CFP®

As the time for Social Security approaches, we’re here to help you make the most of this important retirement benefit that you spent a lifetime paying into. With this in mind, we have provided basic answers to some of the most common questions associated with Social Security and the benefits it provides. This workshop is meant to be a starting point for discussions you’ll have when crafting a retirement plan. Even though there isn’t a one-size-fits-all solution for Social Security planning, this workshop will help you take the first steps.

Countdown to Retirement with Keith Meyers CFP® & Jared Woodward CFP®

Understanding Social Security and Medicare with Keith Meyers CFP® & Jared Woodward CFP®

As the time for Social Security approaches, we’re here to help you make the most of this important retirement benefit that you spent a lifetime paying into. With this in mind, we have provided basic answers to some of the most common questions associated with Social Security and the benefits it provides. This workshop is meant to be a starting point for discussions you’ll have when crafting a retirement plan. Even though there isn’t a one-size-fits-all solution for Social Security planning, this workshop will help you take the first steps.

Understanding Social Security and Medicare with Keith Meyers CFP® & Jared Woodward CFP®

As the time for Social Security approaches, we’re here to help you make the most of this important retirement benefit that you spent a lifetime paying into. With this in mind, we have provided basic answers to some of the most common questions associated with Social Security and the benefits it provides. This workshop is meant to be a starting point for discussions you’ll have when crafting a retirement plan. Even though there isn’t a one-size-fits-all solution for Social Security planning, this workshop will help you take the first steps.

Holiday Open House

Join us Sunday, December 8th for our open house event at The GrandStay Hotel & Suites from noon until the end of the Vikings game. We will have some food and beverages. The pool will also be available for the kids to play around.

Countdown to Retirement with Keith Meyers CFP® & Jared Woodward CFP®

Countdown to Retirement with Keith Meyers CFP® & Jared Woodward CFP®