Fri, 31 Oct 2025 04:30:07 -0600EditMySiteSat, 01 Feb 2020 07:00:00 GMThttps://www.acetaxandfinancial.com/educational-workshops--events/retirement-planning

• Running the Retirement Marathon
• How Not to Outlive Your Money
• How Taxes & Inflation Impact Retirement
• Long-term Care Considerations

Saturday, February 1, 2020
11:00 am

Washburn Library
5244 Lyndale Ave S, Minneapolis, MN 55419, USA

https://hclib.bibliocommons.com/events/search/fq=branch_location_id:(WN)/event/5dbc4ce9fed5f524005c5f68
]]>Tue, 21 Jan 2020 07:00:00 GMThttps://www.acetaxandfinancial.com/educational-workshops--events/estate-planning

• Will & Trusts
• Probate & Your Estate
• Tax-free Inheritance
• Lifetime Giving Exclusion
• Unlimited Marital Deduction
• Dealing with Death & Estate Taxes

Tuesday, January 20, 2020
6:30 pm

Buffalo Community Center
206 Central Ave, Buffalo MN
763-682-6036

]]>Thu, 16 Jan 2020 07:00:00 GMThttps://www.acetaxandfinancial.com/educational-workshops--events/getting-financially-fit9902102Finding Your Net Income

• Overcoming Obstacles to Creating Wealth
• Maximum Savings & Investment Plans
• Creating a Financial Road Map
• Introduction to Estate Planning

Thursday, January 16, 2020
1:00 pm

Penn Lake Library
8800 Penn Ave S
Minneapolis, MN 55431

https://hclib.bibliocommons.com/events/search/fq=branch_location_id:(PL)/event/5dbc480dfed5f524005c5e63
]]>Tue, 14 Jan 2020 07:00:00 GMThttps://www.acetaxandfinancial.com/educational-workshops--events/getting-financially-fit

• Finding Your Net Income
• Overcoming Obstacles to Creating Wealth
• Maximum Savings & Investment Plans
• Creating a Financial Road Map
• Introduction to Estate Planning

Tuesday, January 14, 2020
6:30 pm

Rockford Road Library
6401 42nd Ave N,
​Crystal, MN 55427

 https://hclib.bibliocommons.com/events/search/fq=branch_location_id:(RR)/event/5dbc4790ac02244500599ffc
]]>Sat, 11 Jan 2020 07:00:00 GMThttps://www.acetaxandfinancial.com/educational-workshops--events/social-security-101Timing is a crucial part of determining when to take your social security benefits. This workshop is designed to give you a better understanding of how exploring different Social Security strategies in retirement can affect your taxes, your retirement income and even what you leave for your heirs. We will discuss the impact that collecting Social Security at age 62, 67 or 70 has on income and is delaying your benefit worth exploring.
 

Edina Library
5280 Grandview Square
Edina, MN 55436

Saturday, January 11, 2020
​10:00 am

​https://hclib.bibliocommons.com/events/search/fq=branch_location_id:(ED)/event/5dbc4601891ce22f002944d2

]]>Tue, 18 Jun 2019 06:00:00 GMThttps://www.acetaxandfinancial.com/educational-workshops--events/planning-for-your-required-minimum-distributions-rmds​What makes age 70 ½ so significant?
We will cover:
​
How much are you required to withdraw…and when
How to calculate your RMDs
How RMDs could impact your taxes on Social Security benefit
New rules that could impact Medicare premium
What are the penalties of not taking your RMDs
How to make the most of your RMDs

Tuesday, June 18, 2019
Two sessions:

• 10:00 - 11:00 am
• 7:00 - 8:00 pm

Buffalo Community Center
206 Central Avenue 
Buffalo, MN 55313
763.682.6036

]]>Thu, 23 May 2019 06:00:00 GMThttps://www.acetaxandfinancial.com/educational-workshops--events/eppia-senior-resource-fairEden Prairie Professionals in Aging
Featuring: Richard Leider
Nationally renown Author and Global Key-note Speaker
"Life Reimagined"

Thursday, May 23, 2019
Noon - 3:00 pm
Pax Christi Church
12100 Pioneer Trail
Eden Prairie, MN 55347
​952.941.3150]]>Tue, 14 May 2019 06:00:00 GMThttps://www.acetaxandfinancial.com/educational-workshops--events/alternatives-to-traditional-long-term-care-insurance70% of people over age 65 will need some type of Long-Term Care
We will cover:

Ways to pay for long-term care tax-free under the Private Protection Act
How your Required Minimum Distributions may be leveraged to pay for long-term care coverage
If you currently own an annuity, you may be eligible to withdraw tax -free dollars to pay for long-term care expenses
Hybrid insurance products available as an alternative to traditional long-term care insurance
How to take advantage of passing on the premiums and coverage not used for long-term care protection to your heirs

Tuesday, May 14, 2019
Two sessions:

• 10:00 - 11:00 am
• ​ 6:30 - 7:30 pm

Rockford Community Center
7600 County Road 50
Rockford, MN 55373
763.477.5294
 





]]>Wed, 13 Mar 2019 06:00:00 GMThttps://www.acetaxandfinancial.com/educational-workshops--events/tax-reform-and-what-it-means-for-me4301881Tax reform is here and nearly every American is affected

We will cover:

The effects of tax reform on itemized deductions…what you can and cannot deduct
The effect on your charitable deductions
How your Social Security benefit may be affected
What you should be doing to take advantage of the new law

Tuesday, March 13, 2019
1:30 - 2:30 pm
Nakomis Square
5015 35th Avenue South
​Mpls, MN 55417
]]>Thu, 07 Mar 2019 07:00:00 GMThttps://www.acetaxandfinancial.com/educational-workshops--events/tax-reform-and-what-it-means-for-meTax Reform is here and nearly every American will be affected

We will cover:

The effects of tax reform on itemized deductions…what you can and cannot deduct
The effect on your charitable deductions
How your Social Security benefit may be affected
What you should be doing to take advantage of the new law

March 7, 2019
11:00 am - 12:00 pm
Bethel Lutheran Church
4120 17th Ave South
​Mpls, MN 55407 

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