Great Waters Financial

The first time you sit down with a loved one and realize you’re not sure what would happen if something changed. It’s a moment that makes estate planning feel real, not just paperwork.

Join us for a clear look at the essentials of estate planning. We’ll cover the steps everyone should consider, and answer your questions in a relaxed setting.

Wednesday, September 23 at 5:30 PM
Axel's Restaurant Roseville, 2540 Cleveland Ave N, #280, Roseville, MN 55113
FREE

Save your seat.

https://greatwatersfinancial.com/events/estate-planning-essentials-september-23rd

The day the first Social Security deposit lands can feel like crossing into new territory. But the choices you make before that moment can shape your retirement in ways you might not expect.

Join us for an educational event where we break down how timing, work history, and other decisions can impact your Social Security benefits. Learn what to consider before you file, and get clear guidance on what to expect.

Wednesday, September 16 at 6:00 PM
Shoreview Community Center, 4580 Victoria St N, Shoreview, MN 55126
FREE

Register now.

https://greatwatersfinancial.com/events/maximizing-your-social-security-sept-16th

The first time you sit down to talk about your will, it can feel more like a chore than a chance to shape your legacy. But the right conversation can make it practical, not overwhelming.

At Estate Planning Essentials, we'll break down what an estate plan actually does, why it matters, and the simple steps you can take to get started. No jargon. Just real information in plain language.

Tuesday, September 22 at 5:30 PM
Axel's Restaurant Roseville
2540 Cleveland Ave N, #280, Roseville, MN 55113
FREE

Save your seat.

https://greatwatersfinancial.com/events/estate-planning-essentials-september-22nd-msr0n

The first month without a paycheck feels less like a milestone and more like a question.

At our Social Security education event, we’ll talk through the rules, timing choices, and trade-offs that can shape your monthly income when work stops. You’ll leave with ideas to help you decide when and how to file.

Monday, September 14 at 6:00 PM
Shoreview Community Center, 4580 Victoria St N, Shoreview, MN 55126
Free

Register now.

https://greatwatersfinancial.com/events/maximizing-your-social-security-sept-14th

The first Social Security statement arrives in the mail and it hits you. This is real now—time to make choices that matter.

Join us for a conversation about what goes into deciding when to start Social Security, and the factors that can shape your monthly income in retirement.

Thursday, September 17 at 5:30 PM
Acqua Restaurant & Bar, 4453 Lake Ave S, White Bear Lake, MN 55110
FREE

Register now.

https://greatwatersfinancial.com/events/maximizing-your-social-security-sept-17th

The first time a Social Security statement arrives in the mail, it feels more like a reminder than a roadmap. But knowing what those numbers mean can shape how and when you claim benefits down the line.

At this session, we’ll break down how Social Security works, what to consider before you file, and ways your choices might affect your retirement income.

Thursday, September 10 at 5:30 PM
The Boat Club - Duluth, MN
600 E Superior St, Duluth, MN 55802
FREE

Register now.

https://greatwatersfinancial.com/events/maximizing-your-social-security-sept-10th

You remember the first time a Social Security statement landed in your mailbox. It felt more like a reminder than a roadmap.

At our upcoming event, we'll break down how Social Security fits into your retirement income picture, and what to know before you file.

Wednesday, September 9 at 5:30 PM
The Boat Club - Duluth, MN
600 E Superior St, Duluth, MN 55802
FREE

Register now.

https://greatwatersfinancial.com/events/maximizing-your-social-security-sept-9th

The first time a Social Security statement arrives in the mail, it feels like a milestone. But the real decisions come long before you read the numbers.

Join us for a conversation about how Social Security fits into your retirement income, and get clear on what impacts your choices about when to claim.

Tuesday, September 15 at 5:30 PM
Acqua Restaurant & Bar, 4453 Lake Ave S, White Bear Lake, MN 55110
FREE

Register now.

https://greatwatersfinancial.com/events/maximizing-your-social-security-sept-15th

Most people put off thinking about Social Security until it's time to file.

Get clear information in a relaxed setting from Great Waters Financial.

Short talk. Time for questions.

Wednesday, September 2 at 5:30 PM.

Redstone Maple Grove, 12109 Main St, Maple Grove, MN 55369.

Free to attend.

Bring a partner or a friend.

This is education only.

Save your seat (63 words)

https://greatwatersfinancial.com/events/maximizing-your-social-security-september-2nd-dinner

Sometimes the smallest choices about benefits feel bigger once retirement starts.

Join a relaxed session with clear information and planning ideas.

Short talk.

Time for questions.

Wednesday, September 2 at 12:00 PM.

Redstone Maple Grove, 12109 Main St, Maple Grove, MN 55369.

Free to attend.

This is education, not sales.

No products will be sold.

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Save your seat

https://greatwatersfinancial.com/events/maximizing-your-social-security-september-2nd