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:

September 14 and September 21

PREPARE 2-Day Retirement Class ($49 for Materials)

White Bear Lake, MN 55110

September 16 and September 23

PREPARE 2-Day Retirement Class ($49 for Materials)

White Bear Lake, MN 55110

October 19 and October 26

PREPARE 2-Day Retirement Class ($49 for Materials)

Inver Grove Heights, MN 55076

October 20 and October 27

PREPARE 2-Day Retirement Class ($49 for Materials)

Inver Grove Heights, MN 55076

November 09 and November 16

PREPARE 2-Day Retirement Class ($49 for Materials)

Rosemount, 55068

November 10 and November 17

PREPARE 2-Day Retirement Class ($49 for Materials)

Rosemount, 55068

December 07 and December 14

PREPARE 2-Day Retirement Class ($49 for Materials)

White Bear Lake, MN 55110

December 08 and December 15

PREPARE 2-Day Retirement Class ($49 for Materials)

White Bear Lake, MN 55110

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.