COMPLIMENTARY RETIREMENT EVENTS

Hosted by Principal Preservation Services, the series of events through our seminars and workshops are offered for FREE to our community. Stay informed about today’s economic climate and learn more about retirement options by joining Mike at one of our financial seminars. Call today or click on one of the dates below to get started in reserving your seat for one of our upcoming events.

(Reservation is Required)

Where: Maplewood Community Center – 2100 White Bear Ave, Maplewood, MN 55109

What opportunities might be available to help you increase your benefits? Avoid costly mistakes and find out how you can be prepared to maximize on your Social Security benefits with a customized report.
We’ll work with you to help uncover ways to maximize your social security benefits and learn about the ways to help increase your income in retirement.

    • How will the new laws affect you?
    • When is the best time to apply for benefits?
    • Are you married? Learn about strategies to help coordinate benefits with your spouse.
    • What opportunities might be available to help you increase your Benefits?

CONTACT: mike@principalpreservationservices.com

(Reservation is Required)

Where: Maplewood Community Center – 2100 White Bear Ave, Maplewood, MN 55109

What opportunities might be available to help you increase your benefits? Avoid costly mistakes and find out how you can be prepared to maximize on your Social Security benefits with a customized report.
We’ll work with you to help uncover ways to maximize your social security benefits and learn about the ways to help increase your income in retirement.

    • How will the new laws affect you?
    • When is the best time to apply for benefits?
    • Are you married? Learn about strategies to help coordinate benefits with your spouse.
    • What opportunities might be available to help you increase your Benefits?

CONTACT: mike@principalpreservationservices.com

(Reservation is Required)

Where: Crave – 9100 Hudson Rd. #108 Woodbury, MN 55125

Educational dinner event for those in or nearing retirement. Mike will explain the latest IRA rules and tax savings strategies, along with common mistakes that can be easily avoided. (Reservation is Required) 

  • How to de-risk your portfolio while still making good return
  •  Understanding the Required Minimum Distribution rules, and how to strategically take them to the best minimize taxation and penalties.
  •  Find out if and how Roth conversions would benefit your retirement plan.
  •  How you can coordinate your tax, estate, and investment plan by keeping your money from falling through the cracks
  •  Understanding the latest Social Security rules and how to implement them within your retirement plan.
  •  What is your portfolio’s RISK number and does it match your / your spouse’s RISK tolerance?

Many People contribute to their IRAs, 401Ks, and other qualified retirement plans for years without fully understanding the rules, tax implications, and options that are available to them until it’s too late. It’s like driving down the road of retirement without directions or a map.

CONTACT: mike@principalpreservationservices.com

(Reservation is Required)

Where: Holman’s Table – 644 Bayfield St. Saint Paul, MN 55107

Educational dinner event for those in or nearing retirement. Mike will explain the latest IRA rules and tax savings strategies, along with common mistakes that can be easily avoided. (Reservation is Required) 

  • How to de-risk your portfolio while still making good return
  •  Understanding the Required Minimum Distribution rules, and how to strategically take them to the best minimize taxation and penalties.
  •  Find out if and how Roth conversions would benefit your retirement plan.
  •  How you can coordinate your tax, estate, and investment plan by keeping your money from falling through the cracks
  •  Understanding the latest Social Security rules and how to implement them within your retirement plan.
  •  What is your portfolio’s RISK number and does it match your / your spouse’s RISK tolerance?

Many People contribute to their IRAs, 401Ks, and other qualified retirement plans for years without fully understanding the rules, tax implications, and options that are available to them until it’s too late. It’s like driving down the road of retirement without directions or a map.

CONTACT: mike@principalpreservationservices.com

Book Your Seat




If you'd like to bring a guest with you, please provide us with their information so that we may RSVP:

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