4550 West 77th Street, Minneapolis MN 55435
(952) 900-2417
WEEKDAYS: 8:00am - 6:00pm. SATURDAY: 8:00am - 12:00pm. SUNDAY: CLOSED
Classes
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As a non-profit organization, we focus solely on providing valuable information. Our courses are purely educational.
Are you nearing retirement or already retired? Our upcoming in-person educational classes are designed to provide you with the essential knowledge and tools to navigate this important stage of life. Our expert instructors will cover a range of topics, including tax-efficient retirement strategies, Social Security optimization, and income planning. Designed to help you walk away with actionable insights to help you secure your financial future and achieve peace of mind.
Free, Educational, No Sales Pitch – Learn valuable retirement strategies with no pressure or obligation.
Taught by Experienced Professionals – Gain insights from financial and retirement experts.
Essential Topics Covered – Taxes, Social Security, retirement income planning, and estate strategies.
Designed for Retirees & Pre-Retirees – Ideal for those 50+ looking to maximize their retirement savings.
Available Online & In-Person – Choose the format that fits your schedule best.
In Person Classes
Ready to take control of your retirement? Find a Class Near You.
Frequently Asked Questions
Q: How long are the classes?
A: Most classes last about an hour. They are packed with essential strategies to help plan for a tax-efficient retirement, while keeping it concise and valuable.
Q: Is there a cost to attend?
A: No, this class is completely free! There’s no cost or obligation to attend – just a unique opportunity to learn more about managing taxes in retirement.
Q: Will I be sold anything?
A: No, this class is purely educational. There will be no sales pitch or obligation to purchase anything.
Q: Will I have a chance to ask questions?
A: Yes! There will be time for questions during and after the presentation.
Q: Is it a big class?
A: No, our classes are kept to a smaller format. This allows for a more personal experience and plenty of time for questions.
Q: What happens after I register?
A: After you register, you’ll receive a confirmation email with all the details of the class. We’ll also send reminders closer to the class date, as well as have someone from the team call to answer any additional questions so you don’t miss out!
This Month's Featured Instructors
Vince Oldre, CFP®
Minneapolis, MN
His dad had him running the vending machines in the office to learn how to manage finances, learn ways to save money, and understand how to invest. Today he carries on his father’s legacy. After years as a financial planner, he started CFG Retirement, choosing that name to honor his father and the profound impact he had on families in the Twin Cities for nearly three decades.
“Don’t be afraid to spend your money and create memories with your friends and loved ones,” Vince says. “With a solid retirement income plan in place, you should enjoy the best of your golden years with confidence.”
Michael Mezheritskiy, FP
Avon, CT
With over 23 years of experience, Michael is committed to helping people create strategies, which will help them pursue their financial goals and objectives.
In 2024, Michael was named one of the “Top 200 Advisors to Watch” in the country, a prestigious recognition that highlights his commitment to delivering exceptional financial planning and investment management services to high-net-worth individuals.
Tod Long, FP
Frisco, TX
With over 15 years of experience helping individuals and families plan for a secure retirement, Tod Long brings a deep understanding of retirement income planning, tax-efficient strategies, and wealth protection solutions. As the founder of Long Financial Services, Tod specializes in helping pre-retirees and retirees navigate critical transitions with clarity, confidence, and peace of mind.
As a proud grandfather and family man, Tod believes retirement is more than a number—it’s about freedom, fulfillment, and leaving a legacy. He partners with the National Retirement Foundation to ensure every client gets unbiased guidance backed by a network of trusted financial professionals.
Darryl Stein, FP
Fort Lauderdale, FL
With over 50 years of combined industry experience across his team, Darryl offers services like financial planning, retirement strategies, investment guidance, education funding, and estate planning. As an independent advisor, his recommendations are always tailored to each client’s unique goals and needs.
Darryl grew up in Philadelphia in a family of five. He loved when his dad got off work early to watch him in Little League baseball—moments like that made a lasting impact. Today, he carries those values forward, cherishing time with his wife and children.
