5 Phases of an IRA - Rochester, MN (Lunch)
Schedule
Thu, 11 Jun, 2026 at 11:30 am to Mon, 15 Jun, 2026 at 01:00 pm
UTC-05:00Location
Willow Creek Golf Course | Rochester, MN
About this Event
There’s a shift in your mindset when you switch from saving and investing all those years to spending that money – and paying taxes on it. There are many options if your goal is to grow, spend and give more of your wealth. But it takes planning. Join us for our workshop on the Five Phases of an IRA to discover:
• How the 5 phases of an IRA relate to stages of your retirement.
• How time can have a great impact on tax-deferred retirement accounts.
• Strategies for reducing the taxes you and your heirs could pay.
Lunch will be served.
No products will be sold. 27764-13M N1-24
Agenda
🕑: 11:15 AM
Check-in begins
🕑: 11:30 AM
Buffet service begins
🕑: 12:00 PM
Presentation begins
🕑: 01:00 PM
Closing remarks and farewell
Where is it happening?
Willow Creek Golf Course, 1700 48th Street Southwest, Rochester, United StatesEvent Location & Nearby Stays:
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