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Wings Financial Advisor workshops

Estate Planning

It's a common misperception that estate planning is only for the wealthy. In reality, most everyone can benefit. Learn about the tools used in estate planning, what could happen without a plan, tax implications and more.

Chanhassen Library
7711 Kerber Blvd
Chanhassen, MN 55317
April 27th, 2019
11:00 AM - 12:00 PM

REGISTER FOR CHASKA
ESTATE PLANNING
 
 
 
 
 

Retirement Income

Your retirement dreams are as unique as your fingerprints. In this complimentary workshop, you’ll learn about the various factors that influence how much you may need in retirement, including your retirement goals, age, distribution timing for specific income sources and more.

Highland Park Library
1974 Ford Pkwy
St Paul, MN 55116
May 15th, 2019
6:00 PM - 7:00 PM

REGISTER FOR SAINT PAUL
RETIREMENT INCOME
 
 
 
 

Long Term Care/Annuities

 
 
 
 

Conservative Investing

What choices should you make in an uncertain market? Concerns about today’s economy have nudged many consumers back toward conservative investments. In this workshop, you’ll learn about some of the challenges your retirement savings might face, balancing your needs for liquidity, income and growth, as well as some investment accounts that can help you achieve those goals.

Rum River Library
4201 6th Ave
Anoka, MN 55303
May 15th, 2019
6:00 PM - 7:00 PM

REGISTER FOR ANOKA
CONSERVATIVE INVESTING
 
 
 
 

Social Security and Medicare

Eden Prairie Community Center
16700 Valley View Rd
Eden Prairie, MN 55346
May 21st, 2019
6:00 PM - 7:00 PM

REGISTER FOR EDEN PRAIRIE
SOCIAL SECURITY/MEDICARE
 
 
 
 

Your Prosperity Picture

Presented with Mick Walsh from Invesco.

Lakeville Wings Branch
16042 Pilot Knob Road
Lakeville, MN 55068
May 23rd, 2019
6:00 PM - 7:00 PM

REGISTER FOR LAKEVILLE
PROSPERITY PICTURE
 
 
 
 

When completing this form, be sure to choose your correct workshop.
 

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Wings Financials Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.