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Dreaming of Retirement?

Dreaming of Retirement?

Join us to learn about the Tax cuts and Jobs Act of 2017 and how it pertains to your Social Security Strategies, and Retirement. 

You'll learn:

  • Strategies that may increase your benefits
  • Factors to consider before applying for benefits
  • How to avoid costly mistakes
  • The potential impact of taxes on your retirement income

There is a lot you need to know. Our examples help make it easier to understand.

Upcoming Classes

Medicare Updates and Social Security Basics

October 9, 4:00-5:30

October 10, 4:00-5:30

Framework For Retirement

October 25, 6:30 - 8:00

October 30, 6:30 - 8:00

Seating is limited! RSVP by calling 952-898-1227 or filling out the short form below.

Attend A Workshop Please let us know which workshop you would like to attend by putting the day of the workshop (9,10, 25, 30)  after your name in the form.

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Tedd Bradley


(952) 898-1227

Tedd is a Partner of Vantage Point Wealth Management’s Edina office. He has been in the financial services industry helping individuals pursue their goals for over eighteen years.

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James Erdmann

Compliance Manager



Information coming soon.

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Mark Neubauer

Financial Advisor



As a member of the Vantage Point Wealth Management Team, Mark has been helping individuals, families and businesses reach their short and long-term goals. With nearly 25 years in the industry, his experience has helped him improve the...

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