Minnetonka Community Education

This comprehensive course covers fundamental principles, tools, and techniques necessary to navigate the complexities of retirement planning in today's dynamic financial landscape.

In this class, we will cover some of the most common concerns among modern retirees including: why a financial plan is important, identifying your best strategy for Social Security, how to keep your Medicare premiums to a minimum, when and how to withdraw money from different accounts, and most importantly, tax planning throughout retirement.