Free Retirement Class @ Eagan Community Center

 
 

Tax Efficient Retirement Class

Where:
Eagan Community Center
1501 Central Pkwy
Eagan, MN 55121

When:
Monday, November 13th
10:30am - 11:45am


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Attend this class and learn about:

  • A basic overview of tax rules as they apply today and how the tax sunset at the end of 2025 affects you.

  • The fiscal health of the US and potential risks to your retirement.

  • Social Security overview and tax strategies.

  • How rising taxes may affect your retirement cash flow.

  • Tax efficient withdrawal strategies including the 4% rule, "don't go broke", and dynamic spending strategies.

  • Ways to potentially protect yourself again volatile market conditions and efficient portfolios.

  • Common misconceptions about taxes in retirement.

  • Tax strategies such as Roth conversions, harvesting gains at 0%, qualified charitable distributions, net unrealized appreciation, MN residency.

  • Case studies

Who this class is designed for:

  1. Individuals who are recently retired or retiring in the next 15 years.

  2. Individuals who want to be proactive about saving taxes now and in retirement.

  3. Individuals who want to be informed so they can make the best decisions to set themselves up for financial security.

  4. Individuals who want to be able to create their own retirement plan if they choose.


 
 
 
 

Who is Conducting The Workshop

 
 

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Nicholas J. Andresen, CFP®

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Nick is a Wealth Planner who has expertise in investments, retirement planning, and tax strategies.

He has 18 years of industry experience, which include working at a national accounting firm, a global wealth management company, and local wealth management firms.

Nick takes an educational first approach and prides himself on serving clients by focusing on what's important to them and acting as an advocate and a guide, building relationships based on trust and accountability.

Nick is married with 3 kids living in Lakeville, where he coaches his daughter's soccer team in his free time.

By conducting this educational format of a workshop, he hopes to help educate those in or near retirement.


 
 
 
 

Frequently Asked Questions

Who is this class designed for? 

  • The information presented during the class can help those already retired, as well as anyone approaching retirement within the next 15 years.

Is there a "sales" pitch?

  • No, the class is strictly educational and intended for the individuals to be able to implement the strategies learned on their own should they choose. There is no obligation to engage with the speaker during or after the class.

Do I need to register?

  • Yes, so we can plan attendance and accommodate attendees appropriately. Registration requires email only.


 
 

 
 
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"The best investment you can make, is an investment in yourself...

The more you learn, the more you'll earn"

- Warren Buffett


Register Now!
 
 
 
 

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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.