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Upcoming Events

Throughout the year we offer several seminars on various subjects including living trusts, long-term care, retirement planning, and charitable giving. If you're interested in being on our seminar invitation list, please let us know. The seminars are free and we encourage you to attend. We look forward to meeting you.


Title: Medical Assistance Coverage
Description: How to avoid having your life savings wiped out by a nursing home spenddown; how the new law restricts protection of assets and why it is more important than ever to plan ahead; how medical assistance works and the steps you need to take now to protect yourself and your family under the new rules.

Date: Wednesday, February 8, 2012
Choose a Time: 7:00 – 8:30 p.m.
Location: Medina Entertainment Center
500 Highway 55 in Medina
Refreshments will be served.


Title: Wealth Transfer Planning
Description: How to reduce or eliminate estate taxes and preserve your estate for your family, including (but not limited to): A/B living trusts, charitable bequests, lifetime gifts, irrevocable trusts, and gifting for long-term care planning.

Date: Wednesday, February 15, 2012
Choose a Time: 7:00 – 8:30 p.m.
Location: Rush Creek Golf Club
7801 County Road 101 in Maple Grove
Refreshments will be served.

Date: Thursday, February 16, 2012
Choose a Time: 7:00 – 8:30 p.m.
Location: TPC
1444 Tournament Players Parkway in Blaine
Refreshments will be served.


To RSVP for any of these seminar dates, please call (763) 398-5800 or email Cheryl Christensen with the following information:
- Name of each person attending
- Address and phone number for each person
- Which seminar (date and time) each person is attending

Thank you!

 
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