Our Events

See Individual Events Below

Financial Workshops

Hosted by Haven Financial Group, our workshops are offered complimentary to our community. Stay informed about our specialty services and learn more about retirement options by joining us at one of our financial workshops. Call today or click on a date below to get started in reserving your seat for one of our upcoming events.

Workshops

Events in April–May 2024

  • April 30, 2024 (1 event)


    April 30, 2024

    Location: Northfield Public Library

    210 Washington Street Northfield, MN 55057

    CLICK HERE TO REGISTER!

    For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential, and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

    This educational workshop will provide you with much-needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits. Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive. One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!

  • May 2, 2024 (2 events)


    May 2, 2024

    Location: Northfield Public Library

    210 Washington Street Northfield, MN 55057

    CLICK HERE TO REGISTER!

    For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential, and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

    This educational workshop will provide you with much-needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits. Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive. One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!


    May 2, 2024

    Location: Wescott Library - 1340 Wescott Rd, Eagan, MN 55123

    CLICK HERE TO REGISTER!

    WHY UNDERSTANDING YOUR MEDICARE OPTIONS IS VITAL FOR YOUR HEALTH

    Medicare plans come in all shapes and sizes, just like us. But fully understanding the “Alphabet Soup” of Part A, Part B, Part C and Part D can be daunting. Make sure you are basing your Medicare planning decisions on all the facts, not emotions, misconceptions or opinions.

    Missing pieces of Medicare information could cost you more money which might result in penalties. Relax we’ve got you covered. Come learn about the different options available to see which plan makes the most “cents” for you and your budget.

    • What if I currently have employer or union health care coverage?
    • What do I need to know before enrolling in a Medicare plan?
    • What are Medicare Parts A, B, C and D?
    • What are the differences between Medicare Supplement and Advantage Plans?
    • How do I find a plan that will work with my doctors?
    • Do I have a deadline before I can enroll?
    • Does Medicare cover me if I travel outside my home state or outside the United States?
    • What do I need to do if I’m turning 65 or retiring?
  • May 6, 2024 (1 event)


    May 6, 2024

    Location: Bloomington Center for the Arts - Rehearsal Hall

    1800 W Old Shakopee Rd, Bloomington, MN 55431

    CLICK HERE TO REGISTER!

    For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential, and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

    This educational workshop will provide you with much-needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits. Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive. One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!

  • May 8, 2024 (1 event)


    May 8, 2024

    Location: Wescott Library - Large Meeting Room

    1340 Wescott Road, Eagan, MN 55123

    CLICK HERE TO REGISTER!

    For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential, and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

    This educational workshop will provide you with much-needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits. Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive. One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!

  • May 13, 2024 (1 event)


    May 13, 2024

    Location: Wescott Library - Large Meeting Room

    1340 Wescott Road, Eagan, MN 55123

    CLICK HERE TO REGISTER!

    For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential, and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

    This educational workshop will provide you with much-needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits. Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive. One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!

  • May 15, 2024 (1 event)


    May 15, 2024

    Location: Bloomington Center for the Arts - Rehearsal Hall

    1800 W Old Shakopee Rd, Bloomington, MN 55431

    CLICK HERE TO REGISTER!

    For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential, and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

    This educational workshop will provide you with much-needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits. Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive. One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!

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