Education for Your Next Chapter: Course Catalog

Our seminars allow you to connect with fellow retirees and pre-retirees and get answers to common financial questions in a relaxed environment.

2-Day Retirement Education Courses Price: $49 (for materials that are yours to keep)

These courses, provided by The PREPARE Institute, a nonprofit educational organization, are designed to offer clear, up-to-date information and guidance to help you effectively prepare a retirement plan in today’s world.

To sign up for any of the 2-Day courses, please call 612.268.4366 to finalize registration.

Upcoming Courses:

June 01 and June 08

PREPARE 2-Day Retirement Class

White Bear Lake, MN 55110

June 02 and June 09

PREPARE 2-Day Retirement Class

White Bear Lake, MN 55110

July 13 and July 20

PREPARE 2-Day Retirement Class

Inver Grove Heights, MN 55076

July 14 and July 21

PREPARE 2-Day Retirement Class

Inver Grove Heights, MN 55076

August 10 and August 17

PREPARE 2-Day Retirement Class

Rosemount, 55068

August 11 and August 18

PREPARE 2-Day Retirement Class

Rosemount, 55068

1-Day Tax & Social Security Courses

Price: FREE

These courses, provided by The PREPARE Institute, a nonprofit educational organization, offer a practical deep dive that can help retirees understand how taxes and Social Security work together to protect income and maximize benefits.

Upcoming Courses:

Check back for more events later!

Lundervold Financial offers educational events through The Prepare Institute. Any and all services related to The Prepare Institute are an outside business activity and are not offered through or supervised by AE Wealth Management, LLC.