Spring Seminar Series

Planning Your Future and Beyond

Get the information you need to start a Real Estate Plan. Learn about the process, speak directly with professionals who can help and GET Started Planning your Future and Beyond. Attend our FREE In Person Seminars

*These are Free Seminars with No-Obligation to buy.

Can't Make the Seminar? No Problem.

Book a 15 Minute Strategy Call

Upcoming Events & Courses

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May 25th, 2023 - What's Taxing You?

Real Estate investments over next 25 years will see the greatest transfer of wealth. Learn how to Protect, Grow and Transfer your net worth.

A panel of 1031 exchange experts, CPA's and KW Real Estate Planners will discuss how we can work together to:

  • Preserve your estate through tax-advantaged real estate strategies

  • Avoid the pitfalls of a 1031 Exchange

  • How to off load the burdens of being a landlord leading into retirement.

Past Events & Courses

May 11th, 2023 Estate Planning Myths Dispelled

  • A Will does not avoid probate. So, what does it do?

  • What is a Trust and do you need one?

  • How much can you gift to someone without tax consequences?

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April 27th, 2023 - Downsizing, Rightsizing, Making your Move a Soft Landing

  • Moving is overwhelming! Where do I begin?

  • What do I do with my extra stuff?

  • Will my things fit the new floor plan?

April 18th, 2023 - Protecting Your Wealth-

  • How do I protect my future?

  • What does Medicare cover?

  • Do I need Long Term Care Insurance?

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April 13th, 2023 - How Long Can I Stay in My Home

  • How do I get in-home care?

  • Who can help around the house?

  • Is my home safe?

March 16th, 2023 Senior Living Options

  • Is caring for your home becoming difficult

  • What is available around me?

  • How do I make the transition?

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April 25th, 2023 - 5 Steps to Senior Living Retirement Planning

Time: 12:30pm

Location: Okalee of Medina

4350 Chippewa Court

Medina, MN 55340

  • How do you know when it’s time to move?

  • Is it a good time to sell?

  • How much does it cost to live in a Senior Living Community?

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