No matter where you are in life, no matter what you’re worth, no matter what your goals are, you need a plan to get there. Our financial seminars cross a variety of topics, but they’re centered around our Blueprint for Financial Clarity, a five-step approach to preparing for retirement.
Learn More About Financial Seminars
Financial seminars have been the cornerstone of how we build relationships with our clients. It’s an opportunity for you to get to know us and our approach to retirement planning. It’s also an opportunity for us to get to know you and answer questions about your financial future.
These events are by invitation, so if you’d like to be on our list, contact us via our website, send us an email at firstname.lastname@example.org, or pick up the phone and dial us directly: 651.209.1906.
Learn more about the Blueprint for Financial Clarity.
Your retirement plan begins with setting goals. Then we identify sources of income and estimate expenses and develop a plan to manage assets and risks, and build a savings program.
As part of your long-term savings plan, we’ll develop a strategy for your investments that align with your tolerance for risk and future needs for income and expenses.
We’ll help you identify opportunities to reduce tax liabilities and maximize tax breaks as you approach and enter retirement.
Long-term health care planning establishes direction for your family and doctors, as well as a financial plan so you are more prepared for health care expenses.
We collaborate with your estate planner to ensure your income, savings, tax and health care plans are in line with your wishes when it comes time to settle your estate.
*We do not provide estate planning, but we will be part of your estate planning team. We can refer you to licensed legal professionals who provide estate planning services that include trusts, probate, charitable giving, and estate planning.
Other Financial Seminar Topics
Schedule a meeting with a member of our team to create your financial strategy today.