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Innovate Financial Seminar Series

We hold numerous seminars, webinars, and other live events throughout the year to provide you with all of the necessary information you need to make sound financial decisions.  Links to dates and locations can be found below.

Normally, seminars will be held at our office building large conference rooms on Floor 1 and/or 8120 Penn Ave S. Rm 135 & 145 Bloomington, MN 55431
Cost: Free!

On account of the current social distancing orders we are holding our next training
virtually.

 

May 19, 2020 11AM CST – Click here to sign up!

Economic and Market Commentary with Herb Morgan of Efficient Market
Advisors and Mike Nakashima & Lauren Brown

 

 

FERS Benefits, Retirement Benefits and TSP Training

Recommended for Federal Employees who plan on retiring in the next year to fifteen years. This course will cover all the topics and information you’ll need to get ready for retirement.

Seminar Topics:

  • FERS, Survivor Pension Options
  • Thrift Savings Plan (TSP), the new Roth TSP option and the TSP options in retirement.
  • Federal Employee Group Live and Federal Long Term Care Insurance Programs.
  • Federal Employee Health Benefits and Medicare, as well as using your Federal Health Insurance in retirement.
  • Social Security strategies and benefits to taking SS immediately or delaying for later, higher payment.

Click here for more details!

 

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