PRE-RETIREMENT WORKSHOPS
Workshops to Help You Be Financially Confident in Retirement
Planning for retirement can create feelings of uncertainty and questions about what is financially possible. These feelings are natural—wealth management has gotten complex—which is why we host events to help people learn about wealth planning in retirement. You shouldn’t have to do this alone.
We believe that everyone needs confidence in their financial life to make smart decisions towards their goals.
Tyler Schelhaas
Vice President & Senior Wealth Advisor at Vector Wealth Management
Plan to Attend a Workshop
Ready
Select a workshop from the following available dates and times.
Set
Register for a complimentary workshop. We’ll email you the details & a reminder.
Go
We’ll provide snacks, parking validation and a fun, productive event.
There are currently no workshops planned at this time.
Please contact Vector for a personalized discussion of your financial plan. Contact Us.
What you will learn at A Workshop
Why the distribution phase of your life needs a different approach than the earn, save and repeat formula of your working years.
Goals based planning as a framework to align your lifestyle with your investment policy.
Factors that affect wealth preservation, protection, and growth.
Topics covered: income, health care, taxes, investments, and legacy planning.
About Vector
We’re a Minneapolis based team of financial advisors, portfolio managers and advanced planners who serve over 900 clients and together manage over $1 Billion in managed client assets.
Over the last two and a half decades we have focused on one thing — acting only and solely in our clients’ interests. Serving as a fiduciary is both our promise and commitment. Let’s make a plan for tomorrow while getting today right.
Events at Vector
Additional educational events, webinars and resources may be found at our events page. We cover important topics from tax planning strategies and economic forecasts to estate planning and cyber-security.
